JG
CFA · CFP

John Beckley Groh

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
349 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$874.2M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only

Baker Ellis's fee is calculated as a percentage of assets under management, at 1.5% or less annually. They do not have a fixed fee schedule but consider account size and investment objectives in determining their fee. Fees are negotiable. The minimum investment is usually $1 million per household, although they make occasional exceptions.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

805 Broadway St., Suite 400, Vancouver, WA, 98660

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Regulatory History (1)
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Criminal
April 1987
Final Disposition
Other Business Activities

John is a part-owner and manager of a rental property since 2006. He spends minimal time collecting rent and paying bills.

Employment History
Current Registrations
Baker Ellis Asset Management LLC
January 2016 - Present · 10 yrs
Previous Registrations
D.A. Davidson & CO.
December 2006 - December 2015 · 9 yrs
D.A. Davidson & CO. Broker
July 2001 - December 2015 · 14 yrs 5 mos
Crown Point Securities, LLCBroker
October 1997 - July 2001 · 3 yrs 9 mos
Olde Discount CorporationBroker
September 1994 - January 1995 · 4 mos
State Registrations2 states
ORWA
Advisor
Exams
No exam information available for this advisor.