Randall Warren Nelson

The Baker Group, LP

33 Years of Experience

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Firm Information

The Baker Group, LP

Compensation

N/A

Number of Advisors

8 advisors

Number of Clients

1 client

Average Client Portfolio

Not specified

Fee Structure

Financial Planning:Investment management only

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$1,000

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.

View Full Brochure on SEC

Areas of Practice

Investment Management

Advisor Information

Office location

3220 South Peoria Avenue, Suite 102, Tulsa, OK, 74105

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Regulatory History (1)

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Regulatory

January 1999

Final

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Other Business Activities

Randall is the president and 100% owner of Warren Capital Corp, a holding company for oil and gas leases, dedicating minimal time. He is also the chairman and 50% owner of Sudbury Transportation, Inc., and a managing partner at Chasin Energy LLC, both requiring minimal time.