Advisor at Leigh Baldwin & CO., LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Leigh Baldwin & CO., LLC
Location
Cazenovia, NY 13035
Credentials
Series 63, Series 65
Industry experience
29 years
$0 - $250,000: 1.55% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Hybrid accounts may include stock commissions and other fees in addition to management fees; also brokerage commissions on trades
Hourly financial planning rates offered depending on service level and professional rendering the service
Account minimum: $50,000 Minimum fee: Minimum annual fees ranging from $50 to $350 depending on program type within the FMAX program Fee-only: Stand-alone financial planning fees generally start at $4,000 annually; hourly rates may also be charged depending on scope
Leigh Baldwin & CO., LLC
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63
Oneida, NY
Edward Jones
CFP®, Series 66
East Syracuse, NY
Edward Jones
Series 66
Dewitt, NY
Edward Jones
Series 63, Series 65, Series 66
Cazenovia, NY
Dark Horse Wealth LLC
CFA®
Fayetteville, NY
Constellation Asset Management, Inc.
Series 65
Dewitt, NY
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors
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