Baldwin Investment Management provides ongoing investment advice based on each client's individual needs. Baldwin offers investment supervisory services to retail investors, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. Baldwin manages accounts on both a discretionary and non-discretionary basis, tailoring recommendations to individual investment objectives and risk profiles. Baldwin also offers financial planning services.
Assets Under Management$1.2B
Clients282
Advisors2
Avg. per Client$4.4M
Avg. per Advisor$620M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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