Ballast Advisors manages investment portfolios and offers comprehensive financial planning, consulting, and wealth management services for individuals, families, businesses, trusts, estates, and retirement plans. Ballast Advisors builds personalized portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, options, and independent managers, applying various strategies such as technical analysis, fundamental analysis, modern portfolio theory, and tactical asset allocation. In addition to investment management, Ballast Advisors assists with cash flow management, trust and estate planning, insurance planning, retirement planning, charitable giving, distribution planning, and tax planning. Clients can engage Ballast Advisors for standalone financial planning or comprehensive wealth management that combines planning and portfolio oversight.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee generally ranges from 50 to 200 basis points (0.50% to 2.00%), varying based on portfolio size, composition, investment strategy, and services rendered. Fees are negotiable.