Steven Dean is a registered investment advisor at Baldwin Wealth Partners, LLC, based in Marion, MA, with 22 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 837 clients with $2.4B 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 negotiable in special circumstances. Certain clients may be charged on a different fee schedule under legacy contracts. For smaller accounts invested in mutual funds, Baldwin Wealth Partners charges 1% annually, in addition to the fund's fees.
Fee Estimator
Location
204 Spring Street, Marion, MA, 02738
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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 Activities
Steven works as a rideshare driver for Uber and Lyft since August 2024. He works as a part-time weekend driver, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Baldwin Wealth Partners, LLC
Previous Registrations
Klr Investment Advisors, LLC
Beck Bode LLC
Citizens Capital MarketsBroker
Citizens Securities, INC.Broker
Cco Investment Services CORP.Broker
Cco Investment Services CORP.
Tower Square Securities, INC.
Walnut Street Securities, INC.
Metlife Securities INC.
New England Securities Corporation
New England SecuritiesBroker
Metlife Investors Distribution CompanyBroker
Metlife Securities INC.Broker
Tower Square Securities, INC.Broker
Walnut Street Securities, INC.Broker
Hartford Equity Sales Company INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ing Financial Advisers, LLCBroker
Ing Financial Advisers, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Citigroup Global Markets INC.Broker
Investors Capital CORP.Broker
Fidelity Brokerage Services LLCBroker
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.