Benjamin Baldwin is a CFP-designated registered investment advisor at Responsive Financial Group, INC., based in Milton, GA, with 26 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 51 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Fees range from 0.05% to 0.4% annually, billed quarterly in advance. Minimum quarterly fees range from $1,200 to $6,000.
Fee Estimator
Location
Milton, GA
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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 Activities
Benjamin owns and leases commercial property through RBC Phoenix Inc. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Responsive Financial Group, INC.
Previous Registrations
The Financial Concepts Company
The Financial Concepts Company
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.
Exams
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