Barker Wealth Management, LLC
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Overview
Barker Wealth Management, LLC operates as a financial advisor firm that has its headquarters in Camas, Washington. The firm controls $130.0 million in assets over 46 accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). It has a small team, including 1 financial advisor. Barker Wealth Management, LLC is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as equities, bonds and options.
Barker Wealth Management, LLC manages most of its accounts in a discretionary manner. Discretionary management is a structure in which buy and sell choices are made by an investment advisor without needing the customer's authorization. The company also administers one non-discretionary accounts with a total of $4.0 million in assets under management. The advisory firm's average account size is $2.8 million. The typical advisor at Barker Wealth Management, LLC administers around 46 client accounts, making it about average in terms of personalization.
Barker Wealth Management, LLC's central office is at 1601 Nw Deerfern St, Camas, Washington 98607. Barker Wealth Management, LLC is legally permitted to provide services to clients throughout a few states, including Oregon and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Barker Wealth Management, LLC by the Numbers
$130.0 million
2
46
$2.8 million
Products and Services
Barker Wealth Management, LLC offers a variety of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. In the prior fiscal year, the firm provided 1-10 of its accounts with financial planning services. It does not sell products or offer services apart from investment advice to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees depend on the type of services provided. However, fees billed by the company most likely are comprised of the following fee types: asset-based or hourly. Barker Wealth Management, LLC does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Barker Wealth Management, LLC works with retail investors and high net worth investors. Out of its 46 accounts, Barker Wealth Management, LLC's largest client type by number of accounts is high net worth investors, but it also serves 26 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 2% of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 57.78%
- Other Individuals - 42.22%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Barker Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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