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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Baker is a registered Investment Advisor Representative in Colorado and Pennsylvania. Brandon is affiliated with Sage Financial Group Inc. and is based in West Conshohocken, Pennsylvania. The firm serves a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. The firm's advisory services include financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
07/06/2015 - Present
Sage Financial Group Inc. (WEST CONSHOHOCKEN PA)
IA
Issued 06/08/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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