Balance Investments offers investment advisory services and financial planning, including managing client assets. They recommend portfolios of exchange traded funds, mutual funds, cash investments, stocks, and bonds. Financial planning covers goal setting, risk identification, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Services are tailored to each client's needs and goals.
Assets Under Management$2.7M
Clients36
Advisors1
Avg. per Client$75K
Avg. per Advisor$2.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $750K | 1.75% |
| $750K - $1.5M | 1.50% |
| $1.5M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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