Joseph Alvarez
Joseph Alvarez is a CFP-designated registered investment advisor at The Baldwin Group Wealth Advisors, LLC, based in Bethesda, MD, with 3 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 2,134 clients with $27B 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 | 1.75% |
Annual asset management fees vary between 0.25% and 1.75% depending on region, third-party program selections, and requested services. Fees are negotiable based on factors such as account size, anticipated future assets, and pre-existing relationships.
Fee Estimator
Location
6720-B Rockledge Drive, Suite 400, Bethesda, MD, 20817
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 ActivitiesSells Insurance
Joseph is a licensed insurance agent in VA, DC, and MD since 2021. He spends minimal time on this activity.
Employment History
Current Registrations
The Baldwin Group Wealth Advisors, LLC
Previous Registrations
The Capital Group Investment Advisory Services, 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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