Nora Lamendola is a registered investment advisor at Balance Wealth, based in Worthington, OH, with 5 years of industry experience. Nora operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 557 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Balance Wealth Partners' fees for managing your investments typically range from 0.40% to 1.20% of the value of your portfolio each year. The specific fee schedule is negotiable. The fee is charged monthly, in advance. The firm may use tiered, cliff, or flat fee schedules.
Location
5701 North High Street, Suite 100, Worthington, OH, 43085
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Nora is the sole member and president of Retire Educated Seminar Series, LLC, an educational platform for pre-retirees and retirees. She spends minimal time planning, marketing, and executing educational courses focused on financial topics.
Employment History
Current Registrations
Balance Wealth
Bolt Financial Group, INC
State Registrations3 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.