Balser Financial Corporation does not manage client portfolios, provide direct investment advice, or offer financial planning services. Instead, Balser Financial Corporation acts strictly as a referral agent, connecting individuals and corporations with third-party registered investment advisors, primarily within the National Financial Partners network. When a client or corporate employee needs investment advisory services, Balser Financial Corporation refers them to an outside firm where all services and fees are independently negotiated and managed. Balser Financial Corporation receives a referral fee from the third-party advisor as compensation. The firm's representatives are also associated with an affiliated broker-dealer and insurance agency.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.