Firm
W.M. Baker Investments
Dublin, Ohio
Fee-only
W.M. Baker Investments at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 41 individual clients.
- Its average account is about $119,000 (assets it manages divided by its 42 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Dublin, Ohio |
|---|---|
| Phone | (216) 210-5995 |
W.M. Baker Investments fees
W.M. Baker Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $5 million |
| Individual clients | 41 |
| Accounts managed | 42 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | May 20, 2024 |
| SEC record | CRD 164490 |