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CFP
EB
CFP

Edwin Baldrige

Modera Wealth Management, LLC
31 Years of Experience
Allentown, PA
1 Disclosure
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Edwin Baldrige is a CFP-designated registered investment advisor at Modera Wealth Management, LLC, based in Allentown, PA, with 31 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 6,308 clients with $18B in assets under management.

Modera Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
135 advisors
Number of Clients
6,308 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$17.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.55%
$10.0M - $25.0M0.45%
$25.0M - $50.0M0.35%
$50M+0.25%

Rates shown are for wealth management. Portfolio management rates are lower (starting at 0.80%). Minimum quarterly fee of $3,000 generally applies for wealth management and $2,500 for portfolio management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7540 Windsor Drive, Allentown, PA, 18195

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History

Regulatory History (1)
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Regulatory
January 1986
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Edwin is the Board Treasurer for Hawk Mountain Sanctuary, reviewing audits, approving budgets, and meeting with the endowment manager, dedicating minimal time. He is also a Board Member/Treasurer for Sustainable Food Alliance, approving grants and accepting donations, also dedicating minimal time.

Employment History
Current Registrations
Modera Wealth Management, LLC
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Octagon Trading Group, LLCBroker
December 2000 - April 2003 · 2 yrs 4 mos
Baldrige Asset Management
December 2000 - June 2023 · 22 yrs 6 mos
Alexander, Wescott, & CO., INC.Broker
November 1997 - December 1998 · 1 yr 1 mo
Valley National Investments, INC.Broker
June 1993 - November 1997 · 4 yrs 5 mos
Anglo-American Investor Services CORP.Broker
February 1993 - May 1993 · 3 mos
State Registrations2 states
PATX
Advisor

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
No exam information available for this advisor.
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