David Peppard
David Peppard is a registered investment advisor at Baldwin Investment Management, LLC, based in West Conshohocken, PA, with 17 years of industry experience. David 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 284 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Rates shown are for equity and balanced portfolios. Fixed income portfolios are charged 0.65% on the first $1 million. Fees for amounts over $1 million are negotiable.
Fee Estimator
Location
1001 Conshohocken State Road, Suite 1-202, West Conshohocken, PA, 19428
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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 →Employment History
Current Registrations
Baldwin Investment Management, LLC
Previous Registrations
Haverford Financial Services, INC.
Haverford Trust Securities, INC.Broker
Janney Montgomery Scott LLCBroker
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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