The J R Baker Group
Assets Under Management
$33.6M
Number of Clients
39
Number of Advisors
1
Average Client AUM
$862K
AUM per Advisor
$33.6M
Compensation
Fee-Only (AUM)
About This Firm
J R Baker Group offers investment management services to individuals, high-net-worth individuals, pensions, profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Services include Wealth Optimization and Legacy Planning, and Focused Investment Opportunity Portfolio Design and Administration Services. They also provide advice on Third-Party Managers.
Fee Structure
J R Baker Group offers financial planning services with fees negotiated between $100 and $100,000. Investment management fees are based on a percentage of assets managed by third-party managers, with JRB receiving a portion not exceeding 1.15%. The minimum account size for participating in a TPM Program will vary from Manager to Manager. Portfolio consulting and other consulting services are also offered on a negotiated basis.
Areas of Practice
Location
CA, United States