Assets Under Management
$2.5B
Number of Clients
850
Number of Advisors
14
Average Client AUM
$2.9M
AUM per Advisor
$179.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Baldwin Wealth Partners provides investment supervisory services, investment advice by monitoring accounts supervised elsewhere, and financial plans. Financial planning includes cash management, risk management, insurance, education funding, goal setting, retirement planning, estate and charitable giving, tax planning, and capital needs planning. Investment management is offered on a discretionary and non-discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees may be negotiable in special circumstances. Certain clients may be charged on a different fee schedule under legacy contracts.
204 Spring Street, Marion, MA, 02738