Charles Petitjean is a CFP-designated registered investment advisor at Barker Wealth Management, LLC, based in Camas, WA, with 4 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 63 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.40% |
Investment advisory fees are negotiable. Retirement plan consulting clients typically pay asset based fees at an annual rate of 0.50% per year of the market value of plan assets, however, Barker Wealth Management may charge annual rates of up to 1.00% for these services.
Fee Estimator
Location
2005 Se192nd Avenue, Suite 200, Camas, WA, 98607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Barker Wealth Management, LLC
Previous Registrations
Cable Hill Partners, LLC
Barker Wealth Management, LLC
State Registrations2 states
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