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 90272
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Q&A
Asked by StuartV
Answered by Alex Bentley, Financial AdviserPRO+ in Pacific Palisades, CA
My answer is simple: avoid complexity in investing. If you don't understand it, don't do it. Most financial products like GICs involve a lot of complexity that is de...
Q&A
Asked by Tony
Answered by Alex Bentley, Financial AdviserPRO+ in Pacific Palisades, CA
One of the basic tenets of investing is diversification. Diversification means you own many different types of investments, because different kinds of investments per...
Q&A
Asked by Edna
Answered by Alex Bentley, Financial AdviserPRO+ in Pacific Palisades, CA
Absolutely. You need to think about what would happen if you cannot make decisions for yourself. Go to a good estate planning attorney and get a living will, power o...
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