Jack Irwin is a registered investment advisor at Newman Ladd Capital Advisors, LLC., based in Camillus, NY, with 2 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 206 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $22.0M | 0.75% |
| $22M+ | 0.75% |
All fees are subject to negotiation.
Fee Estimator
Location
5100 West Genesee Street, Camillus, NY, 13031
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Jack is an associate at Moen & Thurston, providing tax, law, and other non-investment related services, primarily income tax preparation and administrative tasks, working about a quarter of his time. He is also a non-paid board member of the Notre Dame Club of Central New York/Syracuse.
Employment History
Current Registrations
Newman Ladd Capital Advisors, LLC.
Leigh Baldwin & CO., LLCBroker
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.