Firm
Baker Asset Management
Mount Pleasant, South Carolina
Fee-only
Baker Asset Management at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 51 individual clients, 14 of them high net worth.
- Its average account is about $831,000 (assets it manages divided by its 54 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Mount Pleasant, South Carolina |
|---|---|
| Website | bakerassetmanagement.com |
| Phone | (843) 259-8792 |
Baker Asset Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"The first $500,000 1.00%" source
"This is an annual fee that is deducted on a quarterly basis directly from your account(s) based on the balance at the end of the calendar quarter." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $45 million |
| Individual clients | 37 |
| High-net-worth clients | 14 |
| Accounts managed | 54 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 20, 2026 |
| SEC record | CRD 289524 |