Barker Wealth Management is an independent registered investment advisor located in Camas, Washington, owned and operated by G. Scott Barker. The firm manages investment portfolios on a continuous, discretionary basis, tailoring strategies to each client's individual goals, risk tolerance, and time horizon. Barker Wealth Management builds diversified portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and occasionally real estate. In addition to investment management, the firm offers non-discretionary financial planning and consulting covering retirement planning, college funding, and estate planning. Barker Wealth Management also provides retirement plan consulting services to qualified retirement plans and their sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
Fees are negotiable at Barker Wealth Management's sole discretion. Retirement plan consulting clients typically pay 0.50% per year, up to 1.00%.