Balance Financial Services provides personalized investment management services to individuals and profit-sharing plans. Balance is a fee-only firm, meaning it doesn't accept commissions for selling financial products. Investment advice is provided through consultations, with clients making the final investment decisions. Balance manages assets primarily in no-load mutual funds through Charles Schwab on a non-discretionary basis. The firm may also consult with clients on general financial planning, tax, and estate planning matters, but does not offer comprehensive financial planning services or legal advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.65% |
| $1M+ | 0.50% |
Minimum annual fee is $1,625. Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.