Nicholes Baldwin
Nicholes Baldwin is a registered investment advisor at Stonepath Wealth Management, based in Traverse City, MI, with 7 years of industry experience. Nicholes operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 606 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stonepath Wealth Management's investment management fee is based on the value of your investments and is paid monthly in advance. The fee ranges up to 1.65% annually, depending on the complexity of your situation and the amount you invest. If you use Stonepath Wealth Management's model portfolios, the investment management fee ranges up to 1.90% annually. Fees may be negotiable.
Location
134 W State Street, Suite 200, Traverse City, MI, 49684
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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 →Other Business ActivitiesSells Insurance
Nicholes is an insurance agent at SPWM Insurance Agency LLC since January 2024, spending minimal time on insurance production. He also owns The Baldwin Four LLC, a holding company, but spends no time on it.
Employment History
Current Registrations
Stonepath Wealth Management
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Capital Asset Advisory Services, LLC
State Registrations2 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.