Joseph Baker
Baker Asset Management · Mount Pleasant, South Carolina
Joseph Baker is a fee-only financial advisor at Baker Asset Management in Mount Pleasant, South Carolina, who holds the CFP credential. Joseph charges a percentage of assets (1% a year on the first tier of assets managed).
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Facts
| Firm | Baker Asset Management |
|---|---|
| Based in | Mount Pleasant, South Carolina |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $44.8M across 54 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, SC, TX · CRD 2837061 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.bakerassetmanagement.com |
How Joseph's firm compares
- Baker Asset Management's average account is about $831,000, from its Form ADV (assets managed divided by 54 accounts).
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Questions about Joseph
Is Joseph Baker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Baker Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph charges a percentage of assets.
How much does Joseph charge?
According to Baker Asset Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Joseph Baker based?
Joseph Baker is based in Mount Pleasant, South Carolina.
What credentials does Joseph Baker hold?
Joseph Baker holds the CFP credential.
Is Joseph Baker registered with the SEC?
Yes. Joseph Baker is registered as an investment adviser representative in CA, SC and TX (CRD 2837061), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Baker Asset Management manage?
Baker Asset Management reports $44.8M across 54 accounts in assets under management.
How do I contact Joseph Baker?
Through Joseph's website, www.bakerassetmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Baker Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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