Edwin Baldrige
Edwin Baldrige is a CFP-designated registered investment advisor at Modera Wealth Management, LLC, based in Allentown, PA, with 31 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 6,106 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Modera Wealth Management offers wealth management and portfolio management services. You'll pay an annual fee based on the value of the assets they manage.
The annual fee ranges from 0.15% to 1.00% for wealth management and 0.10% to 0.80% for portfolio management. The minimum quarterly fee is generally between $2,500 and $5,000 for wealth management and between $2,000 and $4,000 for portfolio management. These minimums can cause smaller accounts to pay higher percentage fees.
Location
7540 Windsor Drive, Allentown, PA, 18195
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Regulatory History (1)
Regulatory
January 1986Other Business Activities
Edwin is the Board Treasurer for Hawk Mountain Sanctuary, reviewing audits, approving budgets, and meeting with the endowment manager, dedicating minimal time. He is also a Board Member/Treasurer for Sustainable Food Alliance, approving grants and accepting donations, also dedicating minimal time.
Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Octagon Trading Group, LLCBroker
Baldrige Asset Management
Alexander, Wescott, & CO., INC.Broker
Valley National Investments, INC.Broker
Anglo-American Investor Services CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.