William Marvel is a registered investment advisor at Baldwin Wealth Partners, LLC, based in Marion, MA, with 14 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 8 more. Their firm serves 809 clients with $2.3B 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees may be negotiated for special circumstances, and reduced rates are available for charities and accounts requiring minimal services. Certain clients pay under legacy contracts.
Fee Estimator
Location
204 Spring Street, Marion, MA, 02738
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 →Employment History
Current Registrations
Baldwin Wealth Partners, LLC
Previous Registrations
Strategic Capital Allocation Group, L.L.C.
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
More Advisors
- Kathryn Rowe, CFPBaldwin Wealth Partners, LLC
- Andrew Mcintire, CFABaldwin Wealth Partners, LLC
- Mary Coelho, CFPCambridge Investment Research Advisors, INC.
- Bonnie Kirchner, CFPCambridge Investment Research Advisors, INC.
- Sean Healy, CFAParnassus Investments, LLC