BR
Firm Information
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.
Areas of Practice
Investment Management
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Advisor Information
Office location
1601 NW Expressway, 21st Floor, Oklahoma City, OK, 73118-1426
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
The Baker Group, LP
March 2025 - Present · 10 mos
The Baker Group, LP
March 2025 - Present · 10 mos
The Baker Group, LP Broker
March 2025 - Present · 10 mos
Previous Registrations
Thrivent Investment Management INC.
July 2017 - March 2018 · 8 mos
Thrivent Investment Management INC. Broker
June 2017 - March 2018 · 9 mos
State Registrations3 states
IAILOK
AdvisorBrokerBoth
Exams
No exam information available for this advisor.