Gregory Barker is a CFP-designated registered investment advisor at Barker Wealth Management, LLC, based in Camas, WA, with 22 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 63 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
Camas, WA
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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.
Learn about disclosures →Employment History
Current Registrations
Barker Wealth Management, LLC
Previous Registrations
Clark Nuber P.S.
Etesian Wealth Advisors, INC.
Moss Adams Wealth Advisors LLC
Pk Financial Strategies, LLC
1st Global Advisors INC
State Registrations2 states
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