Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
805 Broadway St., Suite 400, Vancouver, WA, 98660
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.
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Barnes is an owner of Minam River Ranch LLC, doing business as Minam River Lodge, a hospitality business, since 2011. He dedicates about half of his time to overseeing staff, with about 10-20% of his time spent during securities trading hours.