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Samantha Baker

2 Years of Experience
Merriam, KS

Samantha Baker is a registered investment advisor at Ccm New Opportunities, LLC, based in Merriam, KS, with 2 years of industry experience. Samantha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$1.3M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$25,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are subject to negotiation with the client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6700 Antioch, Suite 250, Merriam, KS, 66204

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Ccm New Opportunities, LLC
March 2025 - Present · 1 yr 2 mos
Columbia Capital Management, LLC
November 2023 - Present · 2 yrs 6 mos
State Registrations1 state
KS
Advisor

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
No exam information available for this advisor.
Samantha Baker - Financial Advisor | TrueAdvisor