Barker Wealth Management offers investment management services on an ongoing basis, tailored to individual client needs. They also provide financial planning and consulting services, which are non-discretionary, meaning clients make the final decisions. Barker Wealth Management may assist with implementing financial recommendations for additional fees. They also offer retirement plan consulting services to qualified retirement plans and their fiduciaries.
Assets Under Management$200M
Clients63
Advisors2
Avg. per Client$3.1M
Avg. per Advisor$98M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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