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Leigh Baldwin & CO., LLC

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Total assets under management

$285,522,208

More info

Total clients

744

7% high-net worth

Total advisors

18

of 18 employees

Firm size

Multi Team

Average clients per advisor

41

Average account size

$383,766

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Percentage

$0 - $250,000: 1.55% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%

Commissions

Hybrid accounts may include stock commissions and other fees in addition to management fees; also brokerage commissions on trades

Project-based

Hourly financial planning rates offered depending on service level and professional rendering the service

Other

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

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Leigh Baldwin & CO., LLC

112 Albany Street

Cazenovia NY 13035, United States

Number of offices

10

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook X Website 315-655-2964

Advisors at this firm

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Daniel D

Series 63, Series 65

Syracuse, NY

Leigh Baldwin & CO., LLC
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Leigh B

Series 63, Series 65

Buda, TX

Leigh Baldwin & CO., LLC
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Nicholas C

Series 63, Series 65

Clarks Summit, PA

Leigh Baldwin & CO., LLC
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Daniel P

Series 63, Series 65

Blossvale, NY

Leigh Baldwin & CO., LLC
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Mary S

Series 66

Manlius, NY

Leigh Baldwin & CO., LLC
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Danielle L

Series 66

Utica, NY

Leigh Baldwin & CO., LLC
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Michael W

Series 63, Series 65

Cazenovia, NY

Leigh Baldwin & CO., LLC
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Jill B

Series 66

Liverpool, NY

Leigh Baldwin & CO., LLC
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Charles S

Series 63, Series 65

Cazenovia, NY

Leigh Baldwin & CO., LLC
user avatar

Erich F

Series 63, Series 66

Cazenovia, NY

Leigh Baldwin & CO., LLC
user avatar

Alan B

Series 63, Series 65

Manlius, NY

Leigh Baldwin & CO., LLC
user avatar

Peter C

Series 65

Cazenovia, NY

Leigh Baldwin & CO., LLC
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Amy J

Series 63, Series 65

Moravia, NY

Leigh Baldwin & CO., LLC
user avatar

William D

Series 63, Series 65

Cazenovia, NY

Leigh Baldwin & CO., LLC
user avatar

Linda M

Series 63, Series 65

Liverpool, NY

Leigh Baldwin & CO., LLC
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