Steven Baldwin
Steven Baldwin is a registered investment advisor at The Road Ahead Wealth Management LLC, based in Woodinville, WA, with 2 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 13 clients with $13M 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 $1.0M | 1.00% |
| $1M+ | 0.70% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Woodinville, WA
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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
Steven owns Baldwin Hawaiian Properties, LLC, a rental property, and spends minimal time on it. He also acts as a backup trustee for a friend's account as a sole proprietor, dedicating minimal time to this activity as well.
Employment History
Current Registrations
The Road Ahead 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.