James Maulfair is a registered investment advisor at The Baldwin Group Wealth Advisors, LLC, based in Leesburg, VA, with 21 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,833 clients with $21B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baldwin Group Wealth Advisors' investment management fees are based on a percentage of your portfolio, typically charged quarterly in advance. The annual fee generally ranges from 0.25% to 1.75%, but can vary based on the region, third-party program selections, and requested services. Clients may also incur transaction charges and fund expenses. Clients participating in advisory programs may be assessed other fees related to their account with the custodian and retained by the custodian and/or remitted to third parties. If the firm utilizes the services of a platform provider or independent manager, clients will also pay those parties' separate fees.
Location
20 S. King Street, Leesburg, VA, 20175
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a town council member for Round Hill, VA, dedicating a few hours per week. He also acts as an agent/owner for 1756 Long Level Road, LLC, a real estate venture, spending minimal time on it.
Employment History
Current Registrations
The Baldwin Group Wealth Advisors, LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Financial Telesis INCBroker
Financial Telesis, INC.
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations1 state
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.