Balefire provides comprehensive investment management and financial planning services to individuals, high-net-worth families, businesses, trusts, and retirement plans. The firm creates personalized portfolios tailored to each client's goals, time horizon, and risk tolerance, utilizing a core and tactical investment approach that combines long-term investments with active adjustments. Balefire's services cover retirement planning, tax strategies, estate planning, business succession, and risk management. Clients typically open accounts with an independent custodian while granting Balefire the authority to manage investments on a day-to-day basis. Balefire operates as a fiduciary, meaning the firm is legally required to act in your best interest.
Fee Structure
Balefire charges an ongoing fee based on the total value of your portfolio, including cash and investments. The fee is calculated quarterly and deducted directly from your account in advance.
- Asset management fee — Varies based on the scope and complexity of your situation, and is negotiated directly with you.
- Platform fee — An additional 0.25% per year is assessed to cover technology, portfolio accounting, and reporting services (often waived for ultra-high-net-worth clients).
- Other investment costs — You will also pay separate fees to third-party investment managers or mutual fund companies if your portfolio includes their products, typically ranging from 0.08% to 0.60% per year, plus trading ticket charges from your custodian.