Bcas

Baldwin & Clarke Advisory Services, LLC, established in 1985, specializes in financial planning, wealth transfer, and investment services for individuals, families, businesses, and charitable organizations. The firm offers asset management services based on a client-centric fee structure, utilizing an institutional investment process. Clients can access global, traditional, and alternative asset classes. The firm provides comprehensive services through its Private Client Group, including portfolio planning, financial planning, estate planning, and B&C WealthDirect services. For asset management, fees are based on a percentage of assets under management, with a minimum annual fee of $3,000. The firm offers various portfolio options, including Value Added Cash Management, Fixed Income Only, Equity or Balanced Portfolios, and Structured Note Only Portfolios. Financial planning services are available on a fee basis, with fees ranging from $300 to $25,000 depending on the complexity of the plan. BCAS acts as a fiduciary, putting clients' interests first. The firm's investment strategies are tailored to individual objectives and risk tolerance levels. Clients have the option for discretionary trading, and the firm does not charge performance-based fees. The firm's employees hold various professional certifications, including CFP, ChFC, CLU, CRPC, FLMI, CVA, and AEP. The firm's principals, Charles Baldwin and John Clarke, each own 50% of the company. Clients include individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and corporations. The minimum annual fee for new accounts ranges from $500 to $3,000.