Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.01% |
| $10.0M - $20.0M | 0.01% |
| $20.0M - $30.0M | 0.00% |
| $30.0M - $40.0M | 0.00% |
| $40.0M - $50.0M | 0.00% |
| $50M+ | 0.00% |
Fees negotiable for assets over $50,000,000. Extended first tier to $0.
Fee Estimator
TBG charges fees based on a percentage of investable assets for its advisory services to institutional clients. These fees are negotiable, billed quarterly, and can be paid in advance or arrears. The brochure lists fee rates for different asset tiers. There is a minimum annual fee of $1,000. TBG also charges sales credits as a broker/dealer, which may offset advisory fees.
Areas of Practice
Advisor Information
Office location
1601 NW Expressway, 21st Floor, Oklahoma City, OK, 73118-1426
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Philip has greater than 10% direct ownership in Baker Asset Management, Baker Group Software Solutions, and The Baker Group LP, and is a partner in Stone Sisters Organics pizza restaurant. He also has 100% ownership in Stoneseth, LLC/Arbuckle Outfitters, a vacation rental property business, and spends minimal time on this due to a full-time property manager.