Peri Aptaker is a CFP, PFS-designated registered investment advisor at Baldwin Wealth Partners, LLC, based in Bradenton, FL, with 21 years of industry experience. Peri 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
Bradenton, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Baldwin Wealth Partners, LLC
Previous Registrations
Multi-Financial Securities Corporation
Klr Investment Advisors, LLC
Klr Investment Advisors, LLC
State Registrations4 states
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