Tracey Baker is a CFP-designated registered investment advisor at Cjm Wealth Advisers, LTD., based in Falls Church, VA, with 27 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 875 clients with $1.5B 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 standard annual fee is 1.00%, but fees are negotiable at the firm's discretion based on factors such as assets managed, portfolio composition, and scope of services.
Fee Estimator
Location
3110 Fairview Park Drive, Suite 900, Falls Church, VA, 22042
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Karen Blair, CFPCjm Wealth Advisers, LTD.
- Jessica Ness, CFPCjm Wealth Advisers, LTD.
- Lisa Brandau, CFPCjm Wealth Advisers, LTD.
- Griffin Baker, CFPCjm Wealth Advisers, LTD.
- David Greene, CFPCjm Wealth Advisers, LTD.
- Tina Babicz, CFPCjm Wealth Advisers, LTD.