Baldwin Wealth Partners offers investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, and corporations. Baldwin Wealth Partners tailors its advisory services to the individual needs of each client. Clients may impose restrictions on investing in certain securities or types of securities.
Assets Under Management$2.4B
Clients837
Advisors14
Avg. per Client$2.9M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. For smaller accounts invested in mutual funds, Baldwin Wealth Partners charges 1% annually, in addition to the fund's fees.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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