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).
Total Assets Under Management287MILLION
Total Number of Accounts28ACCOUNTS
Average Account Value$10,257,143
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
CA, FL, NY, TX
Tate Haire (CRD# 4812168) is an Investment Advisor Representative working at Simonbaker & Partners LLC in Naples, FL and has over 12 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.
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.