Ballast Capital Advisors provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. Ballast aims to align a client's assets with their long-term financial goals, using an asset-liability driven management strategy. The firm's financial planning team focuses on understanding client goals and creating financial plans, while the investment team executes those plans with a focus on fixed income and low-cost equity indexes.
Fee Structure
Ballast Capital Advisors charges a flat annual fee based on the size of your portfolio, billed quarterly in advance. The fee covers both investment management and financial planning services.
For example, a portfolio of $300,001 - $600,000 would have a $5,500 annual fee. A portfolio of $600,001 - $900,000 would have a $7,500 annual fee. The fee is negotiable for portfolios over $10,000,001.