BAKER WEALTH GROUP

BAKER WEALTH GROUP LLC is an SEC-registered investment adviser in LAGRANGE, GA.

BAKER WEALTH GROUP

BAKER WEALTH GROUP LLC is an SEC-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.

linkedin.com/company/baker-wealth-group-llc

General information

Firm type

Asset Manager

Year founded

—

AUM

Undisclosed

Location

Region

North America

Country

United States

City

—

Corporate office

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Who runs investment decisions at BAKER WEALTH GROUP?

The firm's leadership and specific principals in charge of investment decisions have not been publicly identified through official channels. As an SEC-registered advisor, investment decisions are made by the firm's advisors on behalf of individual client accounts, typically guided by the firm's disclosed investment methodology.

Is BAKER WEALTH GROUP a single family office or a multi-client advisory firm?

Based on its SEC registration and disclosed business model, BAKER WEALTH GROUP operates as a multi-client registered investment advisor, not a single family office. The firm serves individuals, high-net-worth individuals, and a small number of institutional clients.

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.

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