Ballentine Partners, LLC is an independent wealth advisory firm that serves families with significant wealth, generally requiring at least $4 million in investment assets. The firm operates as a fiduciary, meaning it is legally required to act in your best interest, and does not sell insurance or investment products or accept commissions. Ballentine Partners acts as your family's Chief Investment Officer, designing customized investment portfolios using both liquid public investments and illiquid alternative assets such as private equity, venture capital, real estate, and hedge funds. In addition to investment management, the firm provides extensive financial planning advice, including income tax planning, estate planning, cash flow forecasting, family office administration, and risk management. Ballentine Partners employs experienced wealth managers rather than salespeople to lead each client relationship, ensuring deep technical support and personal guidance across multi-generational financial needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Standard High Net Worth tiered schedule ranges from 0.95% to 0.25% with a $40,000 minimum annual fee. Family Office tiered schedule ranges from 0.60% to 0.10% with a $180,000 minimum annual fee. Fees are negotiable.