Alex Bentley
I specialize in holistic fee-based financial planning and portfolio management with an emphasis on proper asset allocation, low fees and tax efficiency ($250K portfolio minimum).
Financial Adviser at Baldwin Partners Group, LLC in Pacific Palisades, CA
About
Choosing a trusted advisor for your wealth is one of life's important decisions. I started Baldwin Partners to provide an intimate, personal service that helps clients grow and manage long-term wealth. I believe in the principles developed by John Bogle, founder of The Vanguard Group. These principles simply state that investors should strive to capture the market return at a very low cost, expressed primarily by owning index funds. I create an investment plan based on these principles, in the context of a holistic financial analysis that encompasses estate planning, retirement or college costs, and other life events. Research shows that most investors buy high and sell low, and let emotion drive their actions. In moments of crisis, people often feel that they must take action and abandon their plan just when they need it the most. I am here to help you stick to your plan and focus on your future.
Address
1309 El Hito Cir in Pacific Palisades, CA 90272Info
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