Baldwin Wealth Partners, LLC
Assets Under Management
$2.5B
Number of Clients
850
Number of Advisors
14
Average Client AUM
$2.9M
AUM per Advisor
$179.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Baldwin Wealth Partners provides investment supervisory services, financial planning, and investment advice to individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, and corporations. They tailor advisory services to individual client needs and may recommend sub-advisers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees may be negotiable in special circumstances.
Fee Estimator
Investment management fees are based on a percentage of assets under management. For example, the annual fee is 1.25% on the first $2,000,000, 1.00% on the next $3,000,000, 0.75% on the next $5,000,000, and 0.60% on assets over $10,000,000. Account monitoring services without advisory or management are available for a flat fee ranging from $600 to $1,500 per month. Bookkeeping services range from $300 to $2,000 per month, and consulting services range from $1,000 to $10,000 per month. Financial planning is offered at no charge. Smaller accounts invested in mutual funds through Pershing, Fidelity, or Schwab are charged 1% annually.
Areas of Practice
Location
204 Spring Street, Marion, MA, 02738