Balanced Wealth Management is a small firm that specializes in selecting and monitoring money managers for clients. They consider a client's financial situation, risk tolerance, and goals to develop an appropriate investment strategy. Balanced Wealth Management then monitors the client's portfolio in accordance with the agreed-upon strategy. They also offer educational seminars covering retirement and estate planning, investments, and risk management.
Fee Structure
Balanced Wealth Management helps you select and monitor money managers. The money managers pay Balanced Wealth Management a portion of the fees they generate from you. You do not pay Balanced Wealth Management directly for this service. The total fees you pay to the money manager (including the portion they share with Balanced Wealth Management) will never exceed 2% per year.