William Klein is a CFA-designated registered investment advisor at Baldwin Wealth Partners, LLC, based in Greenvale, NY, with 6 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 8 more. Their firm serves 809 clients with $2.3B 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 negotiated for special circumstances, and reduced rates are available for charities and accounts requiring minimal services. Certain clients pay under legacy contracts.
Fee Estimator
Location
Greenvale, NY
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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
Baldwin Brothers INC
State Registrations3 states
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