Leigh Baldwin & Co. is a registered investment advisor and registered broker-dealer that offers investment management and financial planning services. The firm builds diversified portfolios tailored to client goals using fundamental and technical analysis, managing accounts on a discretionary basis. Clients can access various investment platforms, including traditional managed accounts, third-party managed programs through Fidelity, and digital platform options through Altruist. In addition to managing investments, Leigh Baldwin & Co. provides stand-alone financial planning and consulting services covering estate and insurance planning. The firm also serves corporate pension plans, charitable institutions, and trusts, while maintaining affiliations that allow its representatives to offer brokerage products and insurance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.55% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Traditional managed account schedule shown. Fees are subject to negotiation. Alternative programs like Dollar Investment Club charge 0.95% up to $500,000 and 0.75% above $500,000. Third-party manager fees in FMAX generally range from 0.25% to 0.50%.