Baldwin Wealth Management works with clients to determine their investment objectives and risk profile. They recommend portfolios of mutual funds, exchange traded funds (ETFs), and individual bonds. Baldwin also provides wealth management advice and financial consulting services, addressing investments, personal finances, taxes, retirement, disability, and estate planning. Implementation of financial recommendations is entirely at the client’s discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts and the required minimum to receive third party services. Fees, account minimums and their applications to family circumstances may be negotiable.