Kenneth Jewell
Kenneth Jewell is a registered investment advisor at The Baldwin Group Wealth Advisors, LLC, based in Dunedin, FL, with 34 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,833 clients with $21B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baldwin Group Wealth Advisors' investment management fees are based on a percentage of your portfolio, typically charged quarterly in advance. The annual fee generally ranges from 0.25% to 1.75%, but can vary based on the region, third-party program selections, and requested services. Clients may also incur transaction charges and fund expenses. Clients participating in advisory programs may be assessed other fees related to their account with the custodian and retained by the custodian and/or remitted to third parties. If the firm utilizes the services of a platform provider or independent manager, clients will also pay those parties' separate fees.
Location
Dunedin, FL
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Regulatory History (2)
Regulatory
December 2013Regulatory
June 2010Other Business Activities
Kenneth is the president of Jewell Music Enterprises since 2016, collecting income from his band and handling business development, marketing, and concert promotion, dedicating a few hours per week. He is also the founder of Rocks the Cure, a non-profit, and serves as president of the Tampa Bay Chargers Soccer Club executive board of directors, each taking a few hours per week.
Employment History
Current Registrations
The Baldwin Group Wealth Advisors, LLC
Previous Registrations
Bks Retirement Services
Fiduciary Partners Investment Consulting, LLC
Independent Financial Partners
Mutual Service CorporationBroker
CPA Financial Advisers, INC.Broker
Mutual Service CorporationBroker
MML Investors Services, INC.Broker
MML Investors Services, INC.Broker
New England SecuritiesBroker
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.