Balentine offers wealth management solutions to entrepreneurs, families, and institutions. Services include financial planning, investment management, sub-advisory services, family office services, and private capital advisory. Balentine does not receive commissions or soft dollar payments. The firm generally serves clients on a discretionary or non-discretionary basis.
Assets Under Management$5.3B
Clients468
Advisors14
Avg. per Client$11M
Avg. per Advisor$380M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $12.5M | 0.75% |
| $12.5M - $22.5M | 0.60% |
| $22.5M - $32.5M | 0.50% |
| $32.5M - $57.5M | 0.40% |
| $57.5M - $82.5M | 0.30% |
| $82.5M - $100.0M | 0.25% |
| $100.0M - $250.0M | 0.20% |
| $250M+ | 0.15% |
Balentine may consider clients below $5,000,000 with the following fee schedule: - First $2.5 Million: 1.25% - Next $2.5 Million: 0.75% Balentine offers a 20% discount to the above fee schedule for its not-for-profit clients.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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