Alec
Abbott
Baker Tilly Wealth Management, LLC
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About this Advisor
Alec Abbott is a financial advisor based out of Madison, Wisconsin who has 3 years of industry experience. Abbott is an employee of Baker Tilly Wealth Management, LLC. Over the course of their career, they have held roles at Squar Milner Financial Advisors, Sagepoint Financial, Inc, Allegis Investment Services, Dfpg Investments, Inc, Baker Tilly Capital, LLC, Baker Tilly Wealth Management, LLC and Baker Tilly Us, Llp. Abbott has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Baker Tilly Wealth Management, LLC is a registered investment company that has its headquarters in Madison, WI. It has offices in 16 locations and a total of 45 advisors. It controls $4 billion in total assets between its 2,981 accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 2,981 accounts, 41% are associated with high-net-worth investors who have more than $1 million in assets. Baker Tilly Wealth Management, LLC performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules are based on which services the firm provides the client. Fee types billed by Baker Tilly Wealth Management, LLC likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Baker Tilly Wealth Management, LLC Brokerage Details
$3,911,868,384
45
2,981
$1,312,267
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Alec Abbott Work History
Alec has been registered as a financial advisor for 3 years.*
Baker Tilly Capital, LLC
Baker Tilly Wealth Management, LLC
Baker Tilly Us, Llp
Dfpg Investments, Inc
Allegis Investment Services
Sagepoint Financial, Inc
Squar Milner Financial Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alec Abbott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Baker Tilly Wealth Management, LLC
New York, NY
Newport Beach, CA
Tewksbury, MA
San Diego, CA
Houston, TX
Indianapolis, IN
Tewksbury, MA
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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