William Baldwin
William Baldwin is a ChFC-designated registered investment advisor at Continuity Wealth Management, CORP., based in Portland, OR, with 37 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 245 clients with $180M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for amounts over $3,000,000. Clients participating in the Orion Custom Indexing Program will also pay a sub-advisor fee of 0.15% per year, deducted quarterly.
Fee Estimator
Location
3605 SW Multnomah Blvd., Portland, OR, 97219
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William works as an insurance agent offering fixed insurance products to clients since 1994. This activity requires minimal time.
Employment History
Current Registrations
Continuity Wealth Management, CORP.
Previous Registrations
Cambridge Investment Research, INC.Broker
Fsc Securities CorporationBroker
Fsc Securities Corporation
Advantage Capital Corporation
Advantage Capital CorporationBroker
Allmerica Investment Management CO INC
Allmerica Investments, INC.Broker
Quest Capital Strategies, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 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.