Sheila Baird
Sheila Baird is a registered investment advisor at Kimelman & Baird, LLC, based in New York, NY, with 59 years of industry experience. Their practice areas include Investment Management. Their firm serves 260 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kimelman & Baird offers two investment management fee programs:
Asset Based Fee Program (ABFP):
- Under $1,000,000: 1.50% per year
- $1,000,000 - $5,000,000: 1.25% per year
- Over $5,000,000: 1.00% per year
This program covers investment advisory services, custody, trade execution, and settlement. There are no transaction costs.
Asset and Transactional Based Fee Program (ATBFP):
- Under $1,000,000: 1.25% per year (Equities), 0.25% per year (Fixed Income and Cash)
- Over $1,000,000: 1.00% per year (Equities), 0.25% per year (Fixed Income and Cash) on the first $5,000,000
- $5,000,001-$10,000,000: 0.75% per year (Equities), 0.25% per year (Fixed Income and Cash)
- Over $10,000,000: 0.50% per year (Equities), 0.25% per year (Fixed Income and Cash)
In addition to the above fees, clients pay transactional charges on each trade of $0.07 to $0.15 per share.
Location
800 Third Avenue, Suite 2300, New York, NY, 10022
Get directionsHistory
Regulatory History (3)
Regulatory
December 2006Regulatory
June 2005Regulatory
July 2000Other Business Activities
Sheila works as an investment advisor at Kimelman & Baird, LLC, dedicating nearly full-time hours to this role. Her compensation is based on allocation of profits.
Employment History
Current Registrations
Kimelman & Baird, LLC
Kimelman & Baird, LLCBroker
State Registrations21 states
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.