How does the advisor help clients – Key Takeaways:
As an experienced financial expert, Leigh Baldwin & Co., LLC offers a wide range of services to help clients achieve their financial goals. They strive to provide personalized and comprehensive financial advice to each and every client.
Facts and Insights
Leigh Baldwin & Co., LLC has assets under management (AUM) of $1.5 billion and has been in business for over 36 years. They have a team of 15 experienced advisors who are dedicated to helping clients achieve their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 15 | 36 years |
Financial Services Offered
Leigh Baldwin & Co., LLC offers a wide range of financial services including investment management, retirement planning, tax planning, estate planning, and insurance planning. They utilize a holistic approach to provide the best solutions for clients’ individual financial needs.
Client Types
Leigh Baldwin & Co., LLC serves a diverse range of clients including high-net-worth individuals, families, and businesses. Their clients come from various backgrounds and have a range of financial goals and objectives.
Fees & Compensation
Leigh Baldwin & Co., LLC charges clients a percentage of their assets under management as their fee, commonly known as the assets under management (AUM) fee. This fee structure aligns the advisor’s interests with the clients’ goals, as they only receive compensation when the client’s assets grow in value.
Background
Leigh Baldwin & Co., LLC was founded in 1985 and has since become a respected and trusted name in the financial industry. They are registered with the Securities and Exchange Commission (SEC) and have a clean record with both the SEC and state regulatory agencies.
Financial Advisor Disclosures to Know
As a registered financial advisor, Leigh Baldwin & Co., LLC is legally required to provide all clients with a Form ADV, which includes important disclosures about the firm’s business practices, fees, and potential conflicts of interest. Clients are encouraged to carefully review this document and ask any questions they may have.