Ethan Baldwin
Ethan Baldwin is a registered investment advisor at Amor Fati Financial Services LLC, based in South Burlington, VT, with 2 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $10.0M | 0.50% |
| $1M+ | 0.25% |
Tranche breakpoints under $10,000,000 are adjusted for inflation every three years based on the Consumer Price Index. Fees may be subject to rare discounts for household aggregation or related trusts.
Fee Estimator
Location
307 Juniper Drive, South Burlington, VT, 05403
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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 →Employment History
Current Registrations
Amor Fati Financial Services LLC
Previous Registrations
Emg
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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