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Updated September 28, 2026. Quick answer: Baker Tilly Wealth Management discloses a tiered schedule starting at 1.00% in its Form ADV Part 2A (August 29, 2026). Converted to dollars, that runs $5,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
Fee schedules at comparable advisory firms: Corient Fees (2026) and Cornerstone Advisors Fees (2026).
For a closer look at this firm: Baker Tilly Wealth Management Review.
The published numbers
From the Form ADV Part 2A (August 29, 2026): “Client Assets Under Management Advisory Fee $0-$2,000,000 1.00% $2,000,001-$5,000,000 0.85% $5,000,001-$10,000,000 0.65% Over $10,000,000 0.55%”
Note: CRD 167811 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. Baker Tilly Wealth Management, LLC is the registered adviser, and the SEC record lists Baker Tilly Financial, LLC and Baker Tilly Investment Services among its other names. The firm reports about $5.19 billion in regulatory assets under management. The priced figure is the portfolio management schedule for individual clients, a group whose Part 1A reports include high net worth individuals.
- $0-$2,000,000: 1.00%
- $2,000,001-$5,000,000: 0.85%
- $5,000,001-$10,000,000: 0.65%
- $10,000,001 and above: 0.55%
The priced figure is the portfolio management fee only. The brochure says any fees of third-party managers used in a client’s portfolio are charged in addition to the firm’s fee unless the agreement says otherwise. It states that the maximum annual portfolio management fee will not exceed 1.50% except as provided in the brochure, and that each adviser representative may negotiate, although most use the schedule shown. Fund expenses, custodian charges and transaction costs are separate. Fees may be reduced or waived for principals and employees of the parent company and their family and friends, and clients who joined through business combinations may be on a different legacy schedule.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $2,500 | 1.00% |
| $500,000 | $5,000 | 1.00% |
| $1,000,000 | $10,000 | 1.00% |
| $2,000,000 | $20,000 | 1.00% |
The brochure calls this the schedule most adviser representatives choose to use and does not say in so many words whether the rate applies to the whole balance or only to each band. Each balance is priced by stacking the bands, so each rate applies only to the dollars inside its band. At every balance shown up to $2,000,000 the whole-balance and stacked readings give the same figure. The brochure discloses no minimum annual portfolio management fee, so no floor applies. The schedule is a typical starting point, not a guaranteed charge, and the firm may amend it on thirty days written notice. The firm’s investment consulting service uses the same rates and is not the priced service.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Baker Tilly Wealth Management’s own published rate runs $5,000 a year.
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- Form ADV Part 2A (August 29, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056367
- SEC Investment Adviser Public Disclosure, Baker Tilly Wealth Management, LLC (CRD #167811): https://adviserinfo.sec.gov/firm/summary/167811
- Baker Tilly Wealth Management, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/167811/PDF/167811.pdf
Methodology. This page was built September 28, 2026, drawing on Baker Tilly Wealth Management’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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