Baker Ellis Asset Management LLC
Assets Under Management
$874.2M
Number of Clients
349
Number of Advisors
4
Average Client AUM
$2.5M
AUM per Advisor
$218.5M
Compensation
Fee-Only (AUM)
About This Firm
Baker Ellis manages investment accounts for individuals, trusts, businesses, and foundations. They utilize fundamental analysis to identify attractive investments, including domestic and foreign equities, mutual funds, ETFs, and bonds. Accounts are individually managed and may be customized to address unique client needs.
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
Location
805 Broadway St., Suite 400, Vancouver, WA, 98660