Balser Financial Corporation refers clients who need investment advice to other registered investment advisor firms, often those within its parent company's (NFP) network. Balser doesn't provide financial planning or investment advice directly. The third-party advisor determines the services, fees, and fee structure in agreement with the client. Balser receives a portion of the advisory fees as a referral fee.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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