Jeanne Baldwin is a CFP, ChFC-designated registered investment advisor at Edelman Financial Engines, based in Novi, MI, with 30 years of industry experience. Jeanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,244,406 clients with $330B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for amounts over $25 million are negotiable.
Fee Estimator
Location
39555 Orchard Hill Place, Suite 365, Novi, MI, 48375
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2005Customer Dispute
June 2004Other Business Activities
Jeanne works as a motivational/inspirational speaker since November 2024. This activity takes about 10-20% of her time and does not occur during securities trading hours.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Ef Legacy Securities, LLCBroker
Edelman Financial Services, LLC
Sanders Morris Harris LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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
- Richard Welsh, CFPEdelman Financial Engines
- Brian Sites, CFPEdelman Financial Engines
- Ashley Kremhelmer, CFPEdelman Financial Engines
- Michael Masserant, CFPC2 Private Wealth
- Mitchell Kennedy, CFP, PFSMariner
- Scott Fishel, CFP, ChFCCreative Planning