The Baldwin Group Wealth Advisors provides investment advice, asset management, and consulting to individuals, retirement plans, trusts, estates, charities, and businesses. They offer financial planning, consulting, and investment management services using various securities. The firm builds personalized investment strategies based on asset allocation and diversification, monitoring client portfolios to help achieve their goals. They may recommend affiliated insurance agents or broker-dealers, but clients have the discretion to choose other professionals.
Fee Structure
Baldwin Group Wealth Advisors' investment management fees are based on a percentage of your portfolio, typically charged quarterly in advance. The annual fee generally ranges from 0.25% to 1.75%, but can vary based on the region, third-party program selections, and requested services. Clients may also incur transaction charges and fund expenses. Clients participating in advisory programs may be assessed other fees related to their account with the custodian and retained by the custodian and/or remitted to third parties. If the firm utilizes the services of a platform provider or independent manager, clients will also pay those parties' separate fees.