RW Baker Wealth Management Group is an investment advisory firm located in Cheyenne, Wyoming, that helps clients build, manage, and preserve their wealth. The firm specializes in personalized investment management and holistic financial planning for individuals, high-net-worth individuals, trusts, and estates. RW Baker Wealth Management Group takes a collaborative approach, coordinating with clients' other professionals such as certified public accountants and estate attorneys to address retirement, tax, estate, and cash flow objectives. Portfolios are managed on a non-discretionary basis, meaning client approval is obtained before executing any trades.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25%. Specific fees are set forth in your agreement and may be negotiated based on account size, portfolio complexity, or other factors.