Bakeravenue
Assets Under Management
$3.8B
Number of Clients
931
Number of Advisors
30
Average Client AUM
$4.1M
AUM per Advisor
$125.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Baker Avenue Asset Management provides portfolio management services on a discretionary or non-discretionary basis. They offer various strategies including Dynamic Core, Blue Chip, and Global Income. Stand-alone wealth and financial planning services are also available, including estate planning and tax planning. The firm manages $2.59 billion in assets.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 0.95% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.70% |
Fees are negotiable. Family Office Clients and other Clients with established relationships may be subject to a different fee schedule or rate.
Fee Estimator
The annual portfolio management fee is based on a percentage of your assets under management, starting at 0.95% for the first $1 million up to $2.5 million. There is a $9,500 minimum annual fee. Wealth and financial planning fees range from $2,000 to $10,000 on a fixed fee basis, or $225 to $300 per hour. Fees are negotiable and may vary among clients.
Areas of Practice
Location
One Embarcadero Center, Ste 2530, San Francisco, CA, 94111