Ari Lazar is a registered investment advisor at Baldwin Wealth Partners, LLC, based in Marion, MA, with 8 years of industry experience. Ari 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
Get directionsHistory
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
Ari coaches and judges gymnastics for high school students in Illinois through IHSGCA since 2023. This takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Baldwin Wealth Partners, LLC
Previous Registrations
Rga Investment Advisors, LLC
Lincoln International LLCBroker
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.