Laura Robitaille is a registered investment advisor at Bcas, based in Bedford, NH, with 30 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 294 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baldwin & Clarke Advisory Services charges an annual fee based on a percentage of your portfolio, billed quarterly in arrears. Fees vary depending on the type of portfolio:
- Equity or Balanced Portfolios — Starts at 1.00% for the first $1 million, drops through various tiers down to 0.20% for amounts over $10 million, and is negotiable above $20 million.
- Fixed Income Only Portfolios — 0.65% for the first $2 million, 0.50% for the next $3 million, and 0.40% for the balance.
- Value Added Cash Management Portfolios — Up to 0.25% on the first $5 million and up to 0.20% on the balance.
- Structured Note Only Portfolios — Flat rate of 0.30%.
There is a minimum annual fee of $3,000 for standard accounts, and charitable organizations may receive a discount.
Location
1 Bedford Farms Dr, Suite 102, Bedford, NH, 03110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laura works in retail sales at Home Depot, providing customer service and managing orders. This takes about half of her time and is not investment-related.
Employment History
Current Registrations
Bcas
State Registrations1 state
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
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