Leigh Baldwin & Co., LLC (LBA) is a registered investment advisor and broker-dealer. LBA manages investment portfolios based on clients' financial situations and risk tolerance, recommending and monitoring investments to meet their goals. They also offer financial planning and consulting services for a separate fee, covering investment and non-investment matters, estate planning, and insurance planning. LBA also acts as an intermediary to the Fidelity Management Account Xchange (FMAX) program.
Assets Under Management$290M
Clients755
Advisors48
Avg. per Client$380K
Avg. per Advisor$5.9M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Leigh Baldwin & Co., LLC offers several investment management programs with different fee structures:
- Traditional LBA Managed Account: Fees range from 1.55% annually on the first $250,000 of your portfolio to 1.00% annually on amounts over $1,000,001. These fees are calculated based on the closing account balance on the last business day of the previous quarter.
- Dollar Investment Club (Folio Investing): Fees range from 0.95% annually on the first $499,999 of your portfolio to 0.75% annually on amounts over $500,000. There is a $25 minimum annual fee per account, and IRAs are charged $30 per year.
- FMAX Program: Fees are tiered based on the amount you invest, and are billed monthly. This program bundles investment advice, transaction services, custody, and other administrative expenses. LBA retains .01%-.03% of all assets managed on this platform in addition to any other fees discussed in this brochure.
All fees are subject to negotiation. Additional ticket charges (commissions and service fees) and other fees may also apply.
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Location
48 Advisors at this firm
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