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The fee is billed in advance or in arrears and is negotiable.","source":"05 01 2026 BWP FORM ADV PART 2A FINAL, filed 1 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Baldwin Wealth Partners use?","answer":"Baldwin Wealth Partners’ separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $1.56B and Charles Schwab & Co., Inc. (San Francisco, CA), with $636M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Baldwin Wealth Partners have?","answer":"Baldwin Wealth Partners has 14 investment adviser representatives registered with state securities authorities, out of 34 employees, and 14 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Baldwin Wealth Partners invest in?","answer":"At the end of its last fiscal year, Baldwin Wealth Partners’ separately managed accounts held 59% exchange-traded equities, 26% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 4% U.S. government and agency bonds, 2% state and local bonds, 1% non-exchange-traded equities and 1% pooled vehicles (private funds and similar). 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