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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
Regulatory filings
Areas of specialty
- Financial Planning
- Retirement Planning
- Tax Optimization
More about Baker Street Advisors
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 128066 | 12 |
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