W.M. Baker Investments LLC

Overview

W.M. Baker Investments LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves both individual and family clients as well as institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and businesses or institutions. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. The firm does not present itself as a capital allocator and is not an active ESG investor. It is not registered as a multistate adviser and does not identify as a pension consultant or related adviser to another advisory business.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices