BAKERAVENUE
SEC RegisteredWhen life gives you… a legacy to share, a new business opportunity, a worthy cause, a career change
About the firm
BakerAvenue offers Wealth and Investment services guided by a Lifestyle, Growth, and Legacy wealth management philosophy. The firm's in-house team of financial, investment, tax, and estate planning experts work proactively with clients toward long-term goals. As a certified B Corporation member and a signatory of the Principles for Responsible Investment (PRI), BakerAvenue is a purpose-driven firm committed to delivering integrated, customized, long-term solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax Planning, Estate Planning, Concentrated Stock strategies, Real Estate, Impact Investing, and Family Office services, delivered by an in-house team of financial, investment, tax, and estate planning experts.
Who they serve
Individuals navigating personal and professional life transitions, including those dealing with concentrated stock, impact investing, alternative and real estate investments, or legacy building.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 303 | $322M |
| High Net Worth Individuals | 716 | $4.5B |
| State/Municipal Entities | 5 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
33 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 up to $2,500,000 | 0.95% |
| Next $2,500,000 up to $5,000,000 | 0.90% |
| Next $5,000,000 up to $10,000,000 | 0.80% |
| Next $15,000,000 up to $25,000,000 | 0.70% |
| Above $25,000,000 | — |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BAKERAVENUE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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