Assets Under Management
$285.5M
Number of Clients
755
Number of Advisors
54
Average Client AUM
$378K
AUM per Advisor
$5.3M
Compensation
Fee-Only (AUM)
Leigh Baldwin & Co., LLC (LBA) is an SEC Registered RIA and FINRA registered Broker Dealer. They manage discretionary account portfolios based on client's financial capabilities and risk capacity. LBA also offers financial planning and consulting services on a separate fee basis, starting at $4,000 annually.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.55% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are subject to negotiation.
112 Albany Street, Cazenovia, NY, 13035