Camas, WA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Barker Wealth Management, LLC
Supported
Firm-wide stats for Barker Wealth Management, LLC
Clients per advisor
35 TypicalAvg AUM per client
$3,341,592 Very HighHNW client ratio
61% Very HighAbout
Barker Wealth Management provides discretionary investment supervisory services, non‑discretionary financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), trusts, and pension plans. The firm typically charges asset‑based fees for portfolio management and also offers hourly financial planning engagements.
The investment process combines fundamental analysis of individual securities with diversified asset‑allocation strategies intended to maximize expected return for a given level of portfolio risk, and portfolios are tailored to each client’s stated objectives and constraints. Accounts are managed on an ongoing discretionary basis (with client‑provided restrictions accepted in writing), and investment reviews occur at least quarterly with custodial account statements used for reporting and fee billing.
Noteworthy aspects include a relatively small advisory team managing roughly $240 million for about 70 clients, which results in higher average account sizes than many peers in the supported category. The firm’s ADV discloses a written promoter agreement for client referrals and also indicates the use of client testimonials in its marketing, a practice that is uncommon among similar supported firms.
Based on Barker Wealth Management, LLC
Location
Camas WA
Advisors at this office
1
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