Sheila Baird
Sheila Baird is a registered investment advisor at Kimelman & Baird, LLC, based in New York, NY, with 59 years of industry experience. Sheila is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 249 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable on a case-by-case basis. Fixed income and cash assets are charged a separate flat rate of 0.25% across all tiers. The firm also offers an asset-and-transaction-based program with a maximum fee of 1.25% plus trading commissions.
Fee Estimator
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.
Exams
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