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Baldwin Brothers Llc
Marion, Massachusetts
Baldwin Brothers LLC, a local investment advisory firm headquartered in Marion, MA, boasts an impressive portfolio of over 380 individual clients and manages a staggering $1,903,275,000 in assets. With five offices strategically located, they offer comprehensive financial services to clients seeking expert guidance and sound investment strategies.
While Baldwin Brothers LLC caters to a diverse clientele, it primarily focuses on managing the wealth of high net worth individuals. Their expertise lies in discretionary asset management, with a remarkable 98% of the assets they oversee falling under this category. Notably, their capab...see more
Assets Under Mgmt
$1.9B
Investment Professionals
12
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Reviews for Baldwin Brothers Llc
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