Sarah Baldwin is a registered investment advisor at Longboard Asset Management, based in Sarasota, FL, with 7 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 1 clients with $100M 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 $3.0M | 0.90% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Firm maintains a $15,000 minimum annual advisory fee. Complex situations may incur a flat annual advisory fee starting at $25,000.
Fee Estimator
Location
Sarasota, FL
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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 Activities
Sarah is involved in several non-investment related businesses, including Tevatan LLC (a boat tour company), OntheSalt.org (a non-profit), Raze Financial (advisor on business operations), and Hathaway Street LLC (advisory and strategic planning). These activities take minimal time each month.
Employment History
Current Registrations
Longboard Asset Management
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.
Exams
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