W.m. Baker Investments LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 20, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Form ADV 2A Version: 05/20/2024 3 Hourly Fees Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $200.”

Flat or project fee

$500⁠-⁠$5,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $5,000.”

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How W.m. Baker Investments LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are paid monthly in advance, and clients may terminate their contracts with thirty days’ written notice.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the month terminated.”

How W.m. Baker Investments LLC’s fees compare

• Its hourly rate of $200 is below the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
• None of the 12 other planners in Dublin that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Ohio median of $3,250. 39% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 4 of the 14 other planners in Dublin that publish a flat or project fee charge less.

About W.m. Baker Investments LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

41

Employees

1

Works with

Individuals and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$5,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

164490

Phone

(216) 210-5995

Other planners in Dublin that publish fees

• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr
• Alaminos Wealth PlanningDublin$4,800/yr
• Ard Advisory Services, LLCDublin$180⁠-⁠$286/hr, $500⁠-⁠$3,000
• Bullrock Capital, LLCDublin$500⁠-⁠$2,500
• Capstone Wealth PartnersDublin$1,500

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