| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable on a client-by-client basis. Some clients have prior negotiated arrangements outside the basic fee schedule. Multiple accounts in one household can be combined for breakpoint discounts.
180 South Clinton Ave, Suite 300, Rochester, NY, 14604
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Deborah is a registered representative of Leigh Baldwin & Co., spending a few hours per week on this. She also serves as a co-trustee and is an annuity/insurance sales agent, dedicating minimal time to each.