Stephen Baldwin
Stephen Baldwin is a registered investment advisor at Gibbs Wealth Management, LLC, based in Louisville, KY, with 5 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,407 clients with $640M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable based on certain criteria, including accounts within the same household may be combined for a reduced fee, historical relationship, types of assets, anticipated future earning capacity, anticipated future additional assets, related accounts, and the clients expected level of management.
Fee Estimator
Location
200 Whittington Parkway Suite 205, Louisville, KY, 40222
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
Stephen is the owner, principal, and insurance agent at Capital Insurance Group, Inc., dedicating nearly full-time hours to insurance sales and services. He also works as an Investment Advisor Representative at Gibbs Wealth Management, LLC, spending about 10% of his time there.
Employment History
Current Registrations
Gibbs Wealth Management, LLC
Previous Registrations
Kinetic Investment Management, INC.
Gibbs Wealth Management, 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.