Craig Dumas is a CFP, ChFC-designated registered investment advisor at Baldwin Wealth Partners, LLC, based in Marion, MA, with 23 years of industry experience. Craig 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 ActivitiesSells Insurance
Craig is an insurance agent for KLR Insurance Advisors, selling fixed life, annuity, and long-term care insurance since January 2024. He dedicates minimal time outside of trading hours and a few hours per week during trading hours to this activity.
Employment History
Current Registrations
Baldwin Wealth Partners, LLC
Previous Registrations
Klr Investment Advisors, LLC
Multi-Financial Securities Corporation
Cco Investment Services CORP.
Securian Financial Services, INC.
State Registrations3 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.