Mary Kurtz
Mary Kurtz is a registered investment advisor at Leigh Baldwin & CO., LLC, based in State College, PA, with 34 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 755 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Leigh Baldwin & Co., LLC offers several investment management programs with different fee structures:
- Traditional LBA Managed Account: Fees range from 1.55% annually on the first $250,000 of your portfolio to 1.00% annually on amounts over $1,000,001. These fees are calculated based on the closing account balance on the last business day of the previous quarter.
- Dollar Investment Club (Folio Investing): Fees range from 0.95% annually on the first $499,999 of your portfolio to 0.75% annually on amounts over $500,000. There is a $25 minimum annual fee per account, and IRAs are charged $30 per year.
- FMAX Program: Fees are tiered based on the amount you invest, and are billed monthly. This program bundles investment advice, transaction services, custody, and other administrative expenses. LBA retains .01%-.03% of all assets managed on this platform in addition to any other fees discussed in this brochure.
All fees are subject to negotiation. Additional ticket charges (commissions and service fees) and other fees may also apply.
Location
270 Walker Drive, State College, PA, 16801
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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 ActivitiesSells Insurance
Mary is the 100% owner of Leeward Wealth Inc, which sells fixed insurance and annuities. She spends minimal time on this non-investment related activity each month.
Employment History
Current Registrations
Leigh Baldwin & CO., LLC
Tlc Group Investment Advisors, LLC
Leigh Baldwin & CO., LLCBroker
Previous Registrations
1717 Capital Management CompanyBroker
State Registrations6 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.