Stan Markuze is a registered investment advisor at Balance Cash Management INC., based in San Francisco, CA. Stan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 88 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Balance also charges a software fee that ranges from $15,000 to $50,000 per year, depending on the number of financial institutions and bank accounts connected to the Balance platform. We may charge some clients a lower Software Fee and/or Advisory Fee depending on their participation in a referral program or other incentives.
Fee Estimator
Location
124 Otsego Ave., San Francisco, CA, 94112
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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.
Learn about disclosures →Employment History
Current Registrations
Balance Cash Management INC.
State Registrations1 state
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.