Simonbaker & Partners LLC

Simonbaker & Partners LLC (CRD# 282303) is a financial advisory firm headquartered in San Francisco, CA. They manage $287,200,000 in 28 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $10,257,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NY, TX

Financial Advisors at Simonbaker & Partners LLC
Showing 1 - 2 of 2 top financial advisors.
1
Tate S. Haire
CRD#: 4812168
5150 Tamiami Trail North, Suite 301, Naples, FL 34103
96
Wealthminder
score

Tate Haire (CRD# 4812168) is an Investment Advisor Representative working at Simonbaker & Partners LLC in Naples, FL and has over 11 years of experience in the finance industry. Tate Haire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John S. Tassone
CRD#: 2936169
3801 Pga Boulevard, Suite 600, Palm Beach Gardens, FL 33410
93
Wealthminder
score

John Tassone (CRD# 2936169) is an Investment Advisor Representative working at Simonbaker & Partners LLC in Palm Beach Gardens, FL and has over 19 years of experience in the finance industry.

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