Tracey Baker is a CFP-designated registered investment advisor at Cjm Wealth Advisers, LTD., based in Falls Church, VA, with 26 years of industry experience. Tracey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,074 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual program fee is generally 1.00% but may be reduced at the discretion of CJM Wealth Advisers.
Fee Estimator
Location
3110 Fairview Park Drive, Suite 900, Falls Church, VA, 22042
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Tracey is a representative and CFP at CJM Wealth Advisers, Ltd. She is also the president of FPA of Nation's Capital and a planned giving advisory board member at Inova Hospital Foundation.
Employment History
Current Registrations
Cjm Wealth Advisers, LTD.
State Registrations3 states
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