Derek Baldwin is a CFA-designated registered investment advisor at Gould Asset Management LLC, based in Claremont, CA, with 11 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 363 clients with $1B 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 |
|---|---|
| Any | 1.00% |
Representative fee rates vary by investment strategy from 0.25% to 1.25% per year. The maximum gross asset-based fee is 2.00% per year, plus up to an additional 0.25% for certain non-standard accounts.
Fee Estimator
Location
341 West First Street, Suite 200, Claremont, CA, 91711-4749
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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
Gould Asset Management LLC
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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