Baker Asset Management, LLC (BAM), a Registered Investment Advisor headquartered in Mount Pleasant, SC, provides investment advisory services to both individuals and small businesses.
BAM serves clients across the nation with the majority residing in South Carolina and California.
Joe is committed to helping his clients make smart decisions about their money so they can create the life they want. This is accomplished by focusing on sound, disciplined investment strategies.
Recognizing the value of the trust his clients place in him, he aspires to provide a high quality professional service that exceeds expectations.
Click here to check BAM’s regulatory status with the Securities Exchange Commission and state securities regulators.
The following is a brief biography on Joe Baker, founder and owner of BAM.
Joe Baker has been providing investment advice to individuals and small businesses since 1997.
Joe is licensed as a Certified Financial Planner®. He has been a frequent guest on several local television stations in Charleston, SC and has been quoted in several industry magazines and newspapers, including the Wall Street Journal. He has also authored the book, ‘Finding the Financial Planner That’s Right for You‘.
Joe holds a Bachelor of Science degree in Electrical Engineering and a Masters in Business Administration. He is a member of the Veterans of Foreign Wars.
Joe currently resides in Mt. Pleasant, SC.
Click here to view Joe’s LinkedIn profile.
Click here to check Joe’s regulatory status with the Securities Exchange Commission and state securities regulators.
View BAM’s latest Part 2 of Form ADV. Please click on PART 2 BROCHURES. Fee schedule is located on page 6.
