Updated November 20, 2023
Avatar

Baker Street Advisors

Investment Advisor Firm
Total assets under management$13B
Years in business21+

About Baker Street Advisors

Baker Street Advisors is a San Francisco-based financial advisory company registered as an investment adviser with the SEC. With over $10 billion under advisement, Baker Street serves as fiduciaries, offering personalized wealth management and comprehensive investment advisory solutions to private clients, families, and foundations.

The company's approach to client investment portfolios focuses on simplicity, cost-effectiveness, and tax efficiency. By adhering to these principles, Baker Street aims to optimize client returns while minimizing unnecessary complexity and expenses.

One of the key strengths of Baker Street lies in its team of seasoned professionals who specialize in investments, taxation, and financial planning. These experts provide highly customized and attentive service that sets them apart in the industry. Clients rely on Baker Street's expertise to navigate their various financial challenges.

Each client relationship is assigned a primary advisor and at least one client-service team member to ensure exceptional service delivery. The primary advisors boast an average of 25 years of experience in investment and wealth management, showcasing their deep understanding of the field. Similarly, senior client service professionals have over 15 years of experience in financial services.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Tax Optimization

More about Baker Street Advisors

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
12806612

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Baker Street Advisors.

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Baker Street Advisors.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Are you a financial advisor?Join us

The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

© 2024 FinanceHQ