Updated:
BAKER WEALTH GROUP
BAKER WEALTH GROUP LLC is a state-registered investment adviser in LAGRANGE, GA. The firm manages $43 million in assets, $41 million on a discretionary basis.
Overview
BAKER WEALTH GROUP LLC is a state-registered investment adviser in LAGRANGE, GA. The firm manages $43 million in assets, $41 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
LaGrange
Frequently asked questions
How does BAKER WEALTH GROUP charge for its services?
The firm primarily charges fees based on a percentage of assets under management, a common structure for registered investment advisors. It also offers hourly and fixed-fee arrangements for standalone financial planning and consulting services.
What investment strategies does BAKER WEALTH GROUP employ?
The firm employs a diversified asset allocation approach grounded in modern portfolio theory and fundamental analysis. Portfolios are tailored to individual client mandates, with typical exposure to equities, fixed income, and cash equivalents.
Does BAKER WEALTH GROUP manage any proprietary funds or pooled vehicles?
There is no public record of BAKER WEALTH GROUP managing proprietary commingled investment vehicles or institutional-scale separate accounts. Its regulatory filings describe discretionary management of individual client portfolios.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: