Kimberly Norris is a registered investment advisor at The Baldwin Group Wealth Advisors, LLC, based in Bethesda, MD. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,833 clients with $21B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baldwin Group Wealth Advisors' investment management fees are based on a percentage of your portfolio, typically charged quarterly in advance. The annual fee generally ranges from 0.25% to 1.75%, but can vary based on the region, third-party program selections, and requested services. Clients may also incur transaction charges and fund expenses. Clients participating in advisory programs may be assessed other fees related to their account with the custodian and retained by the custodian and/or remitted to third parties. If the firm utilizes the services of a platform provider or independent manager, clients will also pay those parties' separate fees.
Location
6720-B Rockledge Drive, Suite 400, Bethesda, MD, 20817
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Regulatory History (1)
Criminal
September 2015Employment History
Current Registrations
The Baldwin Group Wealth Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
State Registrations2 states
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.