Balfour Capital Management offers financial planning and investment management services to individuals, high net worth individuals, trusts, estates, and corporations. Financial planning includes comprehensive and limited scope personal financial planning, as well as business wealth consulting. Investment management services are customized and may include the use of independent managers. Balfour Capital Management works with clients to identify their investment goals and risk tolerance to create a portfolio strategy.
Assets Under Management$6.8M
Clients18
Advisors1
Avg. per Client$380K
Avg. per Advisor$6.8M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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