Batley & Associates, owned by Kent Batley, offers financial planning with an emphasis on managing client assets. A majority of the money managed is retirement assets, invested primarily in mutual funds, ETFs, individual stocks, bonds, and CDs. Batley & Associates approaches client situations from a financial planning perspective.
Assets Under Management$16M
Clients31
Advisors2
Avg. per Client$510K
Avg. per Advisor$7.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiated at the discretion of the advisor. The majority of clients pay 1.0%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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