Balance Point Capital Advisors, LLC

Fee-Only (% of Portfolio)

Balance Point Capital Advisors provides investment advice to privately offered investment funds for qualified investors. Balance Point invests in debt and equity capital in lower middle market companies, targeting companies with EBITDA between $3 million and $30 million and typically invests $10 million to $40 million per transaction. Balance Point takes a long-term, partnership approach to investing and is committed to building lasting relationships.

Assets Under Management$2.2B
Clients6
AdvisorsN/A
Avg. per Client$360M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Balance Point Capital Advisors, LLC | TrueAdvisor