Susan Gough Baldwin

CFP

Legacy Wealth Partners, LLC

32 Years of Experience

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Firm Information

Legacy Wealth Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

8 advisors

Number of Clients

697 clients

Average Client Portfolio

$809K average

Assets Under Management

$563.9M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Financial Plan Fee:Up to $15,000

Financial planning fees are fixed, up to $15,000. Portfolio management fees are up to 1.50% annually, based on assets under management and billed quarterly in advance. Sub-advisor fees are separate and in addition to Legacy Wealth's fees. Fee payment arrangements can be negotiated. Retirement plan consulting fees are negotiated on a case-by-case basis.

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Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management

Advisor Information

Office location

215 Union Blvd., Suite 215, Lakewood, CO, 80228

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Regulatory History (1)

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Customer Dispute

February 2005

Denied

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Other Business ActivitiesSells Insurance

Susan is an insurance agent at Legacy Wealth Partners, LLC since 2015, focusing on fixed insurance products like life, disability, and non-variable annuities. She dedicates about 10-20% of her time to this activity, with all hours occurring during securities trading hours.