Ballardsville Investment Advisors offers investment management and financial planning services. Financial planning includes analyzing a client's financial situation and making recommendations for strategies and methods of implementation. Portfolio management services involve assisting with the ongoing management of investment accounts taking into account individual investment preferences and risk tolerance considering the overall investment climate. Ballardsville Investment Advisors may recommend the services of a third party investment advisor.
Assets Under Management$25M
Clients144
Advisors1
Avg. per Client$170K
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable depending on account size and investment goals.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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