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Firm

Baldwin Management

West Conshohocken, Pennsylvania

Fee-only

Facts

Based inWest Conshohocken, Pennsylvania
Websitebaldwinmgt.com
Phone(610) 260-1555

Baldwin Management fees

Baldwin Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets
Assets managed$1.3 billion
Individual clients111
Financial planningOffered
Form ADV filedMarch 16, 2026
SEC recordCRD 108922

Advisors at this firm (3)