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Kimberly Wilkes Tirrell

Baldwin Brothers LLC

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About Kimberly Wilkes Tirrell

Kimberly Wilkes Tirrell is an investment advisor representative with Baldwin Brothers LLC. Kimberly is registered in Massachusetts and Texas and has been in the industry for over 17 years. Kimberly's previous experience includes a role at American Research & Management Company, where she was registered from March 2006 until May 2013. Kimberly specializes in providing financial planning, portfolio management, and selection of other advisers for individuals, businesses, and pooled investment vehicles.

Firm Information

Kimberly Tirrell is currently registered with Baldwin Brothers LLC. Baldwin Brothers LLC is an investment advisor based in Marion, MA. They manage approximately $2.28 billion in assets for a range of clients, including high-net-worth individuals, corporations, and charitable organizations. The firm provides financial planning, portfolio management, and selection of other advisors services.
Baldwin Brothers LLC

204 SPRING STREET

MARION, MA 02738

$2.28B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Management fees for limited partnerships

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Kimberly Tirrell’s Registration & Firm History

MA

03/20/2023 - Present

Baldwin Brothers LLC (MARION MA)

MA

03/01/2006 - 05/06/2013

AMERICAN RESEARCH & MANAGEMENT COMPANY (MARION MA)

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Licenses & Designations

IA

Issued 03/20/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/22/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/13/2007

Series 27 - Financial and Operations Principal Examination

BC

Issued 02/28/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimberly Wilkes Tirrell.
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