Balanced Rock Investment Advisors
Assets Under Management
$156.1M
Number of Clients
183
Number of Advisors
4
Average Client AUM
$853K
AUM per Advisor
$39.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Balanced Rock Investment Advisors offers wealth management and investment advisory services, including financial planning, investment management, and assistance with tax, estate planning, and insurance needs. They use a core-satellite approach and offer values-based investing.
Fee Structure
Minimum Investment:$300K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2M+ | 0.65% |
Annual Wealth Management Fees are negotiable at the sole discretion of BRIA.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Minimum Annual Fee:$2,550
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingSocially Responsible Investing
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Location
4238 Washington Street, Suite 311, Roslindale, MA, 02131
