RW Baker Wealth Management Group, located in Cheyenne, WY, offers investment management and financial planning services to individuals, high-net worth individuals, trusts, and estates. They manage advisory accounts on a non-discretionary basis, meaning they need your approval before making any trades. They work with you to understand your goals, risk tolerance, and time horizon to create a personalized investment plan. They also offer financial planning services covering areas like estate planning, tax strategies, and charitable giving, partnering with other advisors like CPAs and estate attorneys.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by us and you as the client.