William
Klein
Baldwin Brothers LLC
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About this Advisor
William Klein is a chartered financial analyst working in Marion, Massachusetts with 1 year of industry experience. Klein is an advisor for Baldwin Brothers LLC. Klein has gained experience at Baldwin Brothers Inc, Baldwin Brothers LLC and Highland Associates. Klein is approved to work in Massachusetts and Texas. Baldwin Brothers LLC is an advisory company headquartered in Marion, MA. The company has offices in four locations and a total of 30 people on staff. It has $2 billion in assets between its 1,848 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 38 charitable organizations. Of its 1,848 client accounts, 38% are associated with high-net-worth individuals who have more than $1 million in assets. Baldwin Brothers LLC provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services largely are based on which services the firm provides the client. Fee types billed by Baldwin Brothers LLC most likely are comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Baldwin Brothers LLC Brokerage Details
$1,903,274,922
30
1,848
$1,029,911
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
William Klein Work History
William has been registered as a financial advisor for 1 years.*
Baldwin Brothers LLC
Highland Associates
Baldwin Brothers Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Klein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Marion, MA
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