Richard Baldwin is a CFA-designated registered investment advisor at Baldwin Wealth Management, LLC, based in St. Louis, MO, with 15 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 29 clients with $71M 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 $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts and the required minimum to receive third party services. Fees, account minimums and their applications to family circumstances may be negotiable.
Fee Estimator
Location
225 South Meramec Avenue, Suite 500 A, St. Louis, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Baldwin Wealth Management, LLC
State Registrations1 state
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