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Overview
- Headquarters
- San Francisco, CA
- Total Firm Assets
- $20.8 billion
- Average High-Net-Worth Client Portfolio Size
- $35.8 million
- Stated Minimum Account Size
- $5,000,000
Recent Rankings
Barron's 2025:
51
Barron's 2024:
42
Fee Disclosure
Source: BAKER STREET ADVISORS ADV PART 2A 2026 (2026-07-30) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $4,000,000 | 0.75% |
| $4,000,001 | $25,000,000 | 0.50% |
| $25,000,001 | $50,000,000 | 0.35% |
| $50,000,001 | $75,000,000 | 0.20% |
| $75,000,001 | $100,000,000 | 0.15% |
| $100,000,001 | $200,000,000 | 0.08% |
| $200,000,001 | $300,000,000 | 0.06% |
| $300,000,001 | $400,000,000 | 0.06% |
| $400,000,001 | $500,000,000 | 0.05% |
| $500,000,001 | and above | 0.04% |
Stated Minimum Annual Fee: $50,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $50,000 | 1.00% |
| $10 million | $60,000 | 0.60% |
| $50 million | $222,500 | 0.44% |
| $100 million | $310,000 | 0.31% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 86.88%
- Number of High-Net-Worth Clients
- 504
- Total Client Accounts
- 5,397
- Discretionary Accounts
- 5,397
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 128066
- BAKER STREET ADVISORS ADV PART 2A 2026 (2026-07-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗