The Baldwin Group Wealth Advisors, LLC offers a broad range of financial services including investment management, financial planning, retirement plan consulting, and estate planning. The firm builds customized portfolios utilizing stocks, bonds, mutual funds, exchange-traded funds, and alternative investments, often collaborating with independent money managers and third-party platforms. Their consultative process emphasizes asset allocation and diversification tailored to individual client goals, risk tolerance, and time horizons. The firm operates as part of The Baldwin Insurance Group, allowing them to coordinate wealth strategies alongside insurance and risk management solutions. Clients receive ongoing monitoring and periodic reviews of their portfolios and financial plans. The firm serves individuals, trusts, estates, charitable organizations, and small to mid-sized businesses, with billions in assets under management and advisement.
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.