BAKER STREET ADVISORS, LLC

Overview

Year Founded: 2003
Ownership: Affiliated Managers Group, Inc. (AMG) holds an equity interest, with remaining equity interests held by Baker Street's Partners
Services Offered: Investment supervisory services, financial planning services, estate and trust services, risk management and insurance services, philanthropy services, income tax consulting, and bill paying services

Offices

Number of Offices: 1

Clients

Minimum Client Portfolio Size: $5,000,000

Stated Fees

Min	Max	Marginal Fee Rate
$0	$4,000,000	0.75%*
$4,000,001	$15,000,000	0.50%
$15,000,001	$25,000,000	0.40%
$25,000,001	$50,000,000	0.30%
$50,000,001	$75,000,000	0.20%
$75,000,001	$100,000,000	0.10%
$100,000,001	$200,000,000	0.07%
$200,000,001	$500,000,000	0.05%
$500,000,001	$1,000,000,000	0.03%
Above $1,000,000,000	and above	0.01%

Minimum Annual Fee: $20,000 for accounts under $4 million
Charges Fees on Cash: Missing
Charges Fees on Margin: Missing
Assets Excluded from Fees: Missing
Fixed Fee Option: Yes
Fixed Fee Range: Missing
Receive Commissions: No
Charge Performance Fees: No
Third Party Management Fees: Yes
Additional Fees for Bill Pay Services: Yes

Client Portfolios

Model Portfolios: Yes
Investments in Third Party Managers: Yes

Investment Type	Average Allocation
Stocks & ETFs	34%
Government & Corporate Bonds	0%
Mutual Funds	15%
Private Funds	17%
Cash	2%
Other	32%

Non-Investment Services

Number of Clients Receiving Financial Planning Services: 51-100
Sells Products or Provides Services Other Than Investment Advice: Yes - Bill pay services, financial planning, estate and trust services, risk management and insurance services, philanthropy services, and income tax consulting
Additional Fees for Bill Pay Services: Yes

Employee Statistics

Number of Employees: 60
Number of Employees Performing Investment Advisory Functions: 12
Number of Employees Registered Representatives of a Broker-Dealer: 0
Number of Employees Registered as Investment Adviser Representatives: 0

Websites

LinkedIn
Firm Website