Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services

Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services

Arlington, Texas

Gerald Baker Financial Group, L.L.C. DBA Baker Financial Services is a small investment advisory firm based out of Arlington, TX. With a total of 9 employees, including 4 dedicated to providing investment advisory services, they offer personalized financial guidance to a diverse clientele. The firm manages an impressive average of approximately $98,050,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management. Baker Financial Services boasts a robust client base, serving over 290 indi...see more

Assets Under Mgmt

$678.29M

Investment Professionals

4

Locations

0

% 401K & Individual

40%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Reviews for Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services

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