Ballheim Financial provides portfolio management based on individual client goals and risk tolerance. They create investment plans and manage investments in mutual funds, stocks, bonds, ETFs, and insurance products. Ballheim Financial also offers financial planning services covering retirement, college, insurance, and tax concerns. Clients may impose restrictions on investments based on their values.
Assets Under Management$26M
Clients37
Advisors1
Avg. per Client$700K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.55% |
| $200K - $400K | 1.40% |
| $400K - $1.0M | 1.30% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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