Balanced View Capital offers investment management services to individuals, including high-net-worth individuals. They gather client information, determine financial goals, understand risk tolerance, and invest accordingly. The firm requests authority to make trades without asking first, but clients can restrict investments based on their values. Balanced View Capital typically invests in less than 30 positions, which can lead to greater volatility than the S&P 500.
Assets Under Management$21M
Clients18
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K+ | 0.50% |
Fees are generally negotiable. Qualified clients can select a performance-based fee structure: 0.5% annualized plus 15% of capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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