Edward Ober is a registered investment advisor at Balancing Life Financial Planning, based in Orange, CA, with 19 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 47 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Balancing Life Financial Planning uses third-party managers to manage client portfolios. The maximum annual fee charged for this service will not exceed 1.75%. The annual fees are negotiable, pro-rated and paid in advance on a quarterly basis. The advisory fee is a tiered fee and is calculated by assessing the percentage rates using the predefined levels of assets and applying the fee to the account value as of the last day of the previous quarter. The total fees charged by both BLFP and the outside manager will not exceed 1.75% of assets under management per year.
Location
900 E. Katella Ave Suite B, Orange, CA, 92867
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward is employed as a Staff Accountant at Ober Financial, dedicating about half of his time to this role.
Employment History
Current Registrations
Balancing Life Financial Planning
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.