Candice Wisdom
Candice Wisdom is a registered investment advisor at Rw Baker Wealth Management Group LLC, based in Cheyenne, WY, with 2 years of industry experience. Candice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 196 clients with $130M 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 | 1.25% |
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.
Fee Estimator
Location
100 W. 17th Street, Cheyenne, WY, 82001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rw Baker Wealth Management Group LLC
State Registrations1 state
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