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
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.

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Employment History
Current Registrations
Baker Ellis Asset Management LLC
September 2019 - Present · 6 yrs 4 mos
State Registrations2 states
ORWA
Advisor
Exams
No exam information available for this advisor.