Balser Wealth Management offers investment advice and portfolio management to individuals, pension plans, trusts, and businesses. Balser Wealth Management creates personalized strategies based on your financial situation, risk tolerance, and goals. The firm monitors your portfolio and rebalances it as needed. Balser Wealth Management also provides consulting services on specific financial topics.
Assets Under Management$15M
Clients44
Advisors1
Avg. per Client$340K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Balser Wealth Management charges a percentage of the assets they manage for you. The annual fee is billed quarterly in advance, based on the value of your account. The fees are:
- Up to $250,000: 3.00%
- $250,001 to $500,000: 2.90%
- $500,001 to $1,000,000: 2.80%
- Above $1,000,000: 2.75%
In some cases, clients may be charged a fixed fee, with a minimum of $2,000 annually or $500 per quarter. Fees are negotiable.
Loading...