The Baker Group, LP
Assets Under Management
N/A
Number of Clients
1
Number of Advisors
8
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
The Baker Group LP (TBG) provides investment advisory services exclusively to financial institutions, specializing in managing interest rate risk using fixed income securities. TBG implements client-directed investment policies on a non-discretionary basis, with assets held at the client's chosen custodian. TBG also operates as a broker and dealer.
Fee Structure
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
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
Location
1601 N W Expressway, 21st Floor, Oklahoma City, OK, 73118-1426