Kimberly Norris
Kimberly Norris is a registered investment advisor at The Baldwin Group Wealth Advisors, LLC, based in Bethesda, MD, with 1 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 2,134 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual asset management fees vary between 0.25% and 1.75% depending on region, third-party program selections, and requested services. Fees are negotiable based on factors such as account size, anticipated future assets, and pre-existing relationships.
Fee Estimator
Location
6720-B Rockledge Drive, Suite 400, Bethesda, MD, 20817
Get directionsHistory
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.
Exams
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