Fees – Baker Wealth Group

Financial planning & asset management in one transparent fee.

Our All-Inclusive Fee Schedule

Assets Under Management	Annual Advisory Fee
Up to $2,000,000	1.25%
$2,000,001 – $5,000,000	1.10%
$5,000,001 – $10,000,000	1.00%
$10,000,001 or more	0.90%

There is a minimum account size of $500,000 or a minimum fee of $2,000 per quarter.

Baker Wealth Group, LLC is an investment adviser registered in Georgia and Texas and able to provide advisory services to clients in these states and other jurisdictions as permitted by exemption.