EF
EF

Erich Fradenburg

14 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
755 clients
Average Client Portfolio
$378K average
Assets Under Management
$285.5M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.55%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

Fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

155 Seaport Blvd, 3rd Floor, Boston, MA, 02210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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 →
Employment History
Current Registrations
Leigh Baldwin & CO., LLCBroker
July 2025 - Present · 7 mos
Leigh Baldwin & CO., LLC
July 2025 - Present · 7 mos
Previous Registrations
Cw Advisors, LLC
January 2022 - July 2025 · 3 yrs 6 mos
Fnex Capital, LLCBroker
November 2020 - December 2021 · 1 yr 1 mo
Beaumont Capital Management, LLC
February 2020 - August 2020 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2018 - February 2020 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2018 - February 2020 · 1 yr 8 mos
Amundi Pioneer Institutional Asset Management, INC.
October 2011 - May 2018 · 6 yrs 7 mos
Amundi Pioneer Distributor, INC.Broker
August 2010 - May 2018 · 7 yrs 9 mos
State Registrations5 states
AZCONJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.