Mark
Baker
Charles Schwab Investment Management, Inc
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About this Advisor
Mark Baker is a financial advisor working in Redmond, Washington, who has been in the advisory business for 11 years. Baker currently works for Charles Schwab Investment Management, Inc. During their career, the advisor has held roles at Snw Asset Management, Wasmer Schroeder and Charles Schwab Investment Management, Inc. Baker has a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Washington. Charles Schwab Investment Management, Inc is an advisory business that has its headquarters in Redmond, Washington. The investment advisory business has offices in 56 locations and a total of 886 advisors. It administers $701 billion in assets across its 250,485 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 214 charities and foundations. Of its 250,485 accounts, 21% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically depend on which service is offered. However, fee types charged by Charles Schwab Investment Management, Inc likely include any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Charles Schwab Investment Management, Inc Brokerage Details
$700,818,097,648
886
250,485
$2,797,845
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Mark Baker Work History
Mark has 11 years of experience.
Charles Schwab Investment Management, Inc
Wasmer Schroeder
Snw Asset Management
Disclosures
Mark Baker has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Charles Schwab Investment Management, Inc
San Francisco, CA
San Francisco, CA
San Francisco, CA
Boston, MA
Mission Viejo, CA
San Francisco, CA
Redmond, WA
San Francisco, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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