Jack Irwin
Jack Irwin is a registered investment advisor at Newman Ladd Capital Advisors, LLC., based in Camillus, NY, with 2 years of industry experience. Jack is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 206 clients with $110M 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 | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
All fees are subject to negotiation. Minimum account size is $50,000.
Fee Estimator
Location
5100 West Genesee Street, Camillus, NY, 13031
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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
Jack is an associate at Moen & Thurston, providing tax, law, and other non-investment related services, primarily income tax preparation and administrative tasks, working about a quarter of his time. He is also a non-paid board member of the Notre Dame Club of Central New York/Syracuse.
Employment History
Current Registrations
Newman Ladd Capital Advisors, LLC.
Leigh Baldwin & CO., LLCBroker
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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