Baldwin Wealth Partners is a registered investment advisor founded in 1974, providing comprehensive investment management and financial planning services to individuals, high-net-worth families, trusts, estates, and charitable organizations. The firm crafts tailored portfolios utilizing a mix of equities, fixed income, alternative investments, real assets, and cash. Baldwin Wealth Partners takes a fundamental bottom-up approach to stock selection, evaluating companies based on growth, quality, value, and environmental, social, and governance criteria. Clients can receive both discretionary and non-discretionary investment management. In addition to core portfolio management, the firm offers financial planning covering cash flow management, insurance, retirement, tax strategies, and estate planning. Baldwin Wealth Partners also provides specialized services such as account monitoring, bookkeeping, and consulting for flat fees, and can recommend third-party sub-advisors for fixed-income strategies. The firm acts in a legal capacity as a fiduciary, putting client interests first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees may be negotiated for special circumstances, and reduced rates are available for charities and accounts requiring minimal services. Certain clients pay under legacy contracts.