Baldwin & Clarke Advisory Services provides investment management, comprehensive financial planning, estate legacy planning, and business succession and exit planning. Founded in 1985 and located in Bedford, New Hampshire, Baldwin & Clarke Advisory Services tailors portfolios to meet client risk and return goals using mutual funds, exchange-traded funds, structured notes, and independent managers. The firm serves individuals, high-net-worth families, businesses, and retirement plans, utilizing an open-architecture platform. Clients receive quarterly performance reports and reviews, and portfolios are monitored daily.
Fee Structure
Baldwin & Clarke Advisory Services charges an annual fee based on a percentage of your portfolio, billed quarterly in arrears. Fees vary depending on the type of portfolio:
- Equity or Balanced Portfolios — Starts at 1.00% for the first $1 million, drops through various tiers down to 0.20% for amounts over $10 million, and is negotiable above $20 million.
- Fixed Income Only Portfolios — 0.65% for the first $2 million, 0.50% for the next $3 million, and 0.40% for the balance.
- Value Added Cash Management Portfolios — Up to 0.25% on the first $5 million and up to 0.20% on the balance.
- Structured Note Only Portfolios — Flat rate of 0.30%.
There is a minimum annual fee of $3,000 for standard accounts, and charitable organizations may receive a discount.