Amy Jones
Amy Jones is a registered investment advisor at Leigh Baldwin & CO., LLC, based in Moravia, NY, with 26 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 682 clients with $290M 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 $250K | 1.55% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Traditional managed account schedule shown. Fees are subject to negotiation. Alternative programs like Dollar Investment Club charge 0.95% up to $500,000 and 0.75% above $500,000. Third-party manager fees in FMAX generally range from 0.25% to 0.50%.
Fee Estimator
Location
Moravia, NY
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 →Other Business ActivitiesSells Insurance
Amy sells fixed annuities, life insurance, and long-term care insurance. This activity requires a few hours per week.
Employment History
Current Registrations
Leigh Baldwin & CO., LLC
Leigh Baldwin & CO., LLCBroker
Leigh Baldwin & CO., LLC
Previous Registrations
Pinnacle Investments, INC.Broker
New England SecuritiesBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations14 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
- Robert Landis, CFPEdward Jones