Balanced Wealth offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and retirement plans. Balanced Wealth manages investments using mutual funds and exchange-traded funds, and may use third-party managers. Financial planning services cover areas like retirement, education, and insurance needs. For certain accounts, Balanced Wealth may recommend an automated managed program through Strategic Advisers, Inc.
Assets Under Management$83M
Clients180
Advisors2
Avg. per Client$460K
Avg. per Advisor$42M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees may be negotiable. For accounts using the Strategic Advisers, Inc. platform, an additional 0.25% fee applies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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