Baldwin Financial provides investment management based on your goals and risk tolerance. They create a plan to select a portfolio that fits your situation. Baldwin Financial also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. They generally advise on mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs.
Assets Under Management$17M
Clients38
AdvisorsN/A
Avg. per Client$450K
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.20% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.5M | 0.45% |
| $2.5M - $5.0M | 0.35% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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