Sarah Baldwin is a registered investment advisor at Longboard Asset Management, based in Phoenix, AZ, with 6 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Longboard Asset Management does not charge a separate advisory fee directly to clients for managed account services. Instead, Longboard may receive compensation through management fees and expenses charged at the Mutual Fund level when client assets are invested in the Fund. Clients may also incur brokerage commissions, custodial fees, transaction costs, and expenses of third-party investment products for assets invested outside the Mutual Fund.
Location
Phoenix, AZ
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Regulatory History
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.
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Sarah is involved in several non-investment related businesses, including Tevatan LLC (a boat tour company), OntheSalt.org (a non-profit), Raze Financial (advisor on business operations), and Hathaway Street LLC (advisory and strategic planning). These activities take minimal time each month.
Employment History
Current Registrations
Longboard Asset Management
State Registrations2 states
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