Baldwin Wealth Partners, LLC
Assets Under Management
$2.5B
Number of Clients
850
Number of Advisors
14
Avg. Portfolio per Client
$2.9M
Avg. Managed per Advisor
$179.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Baldwin Wealth Partners offers investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, and corporations. Baldwin Wealth Partners tailors its advisory services to the individual needs of each client. Clients may impose restrictions on investing in certain securities or types of securities.
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 negotiable in special circumstances. Certain clients may be charged on a different fee schedule under legacy contracts. For smaller accounts invested in mutual funds, Baldwin Wealth Partners charges 1% annually, in addition to the fund's fees.
Fee Estimator
Areas of Practice
Location
204 Spring Street, Marion, MA, 02738