JA

James Christopher Anselmo

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
35 advisors
Number of Clients
1,833 clients
Average Client Portfolio
$11.5M average
Assets Under Management
$21.0B

Fee Structure

Financial Plan Fee:$2,000 - $25,000
Hourly Rate:$150 - $750/hr

Fees for investment management vary between 0.25% and 1.75% annually, depending on the region, third-party independent program selections, and requested services. Financial planning and consulting fees range from $150 to $750 per hour or a flat fee of $2,000 to $25,000, depending on the scope and complexity of the engagement. Clients may also incur transaction charges and fund expenses. Retirement plan services fees generally range between 0.07% and 0.80% of plan assets.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
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Advisor Information

Office location

Winter Spgs, FL

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Baldwin Group Wealth Advisors, LLC
September 2025 - Present · 4 mos
Previous Registrations
Principal Securities, INC.
January 2007 - August 2025 · 18 yrs 7 mos
Principal Securities, INC. Broker
December 2005 - August 2025 · 19 yrs 8 mos
Uvest Financial Services Group, INC.Broker
October 2004 - January 2006 · 1 yr 3 mos
Charles Schwab & Co., INC. Broker
September 2000 - July 2004 · 3 yrs 10 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.