Ballina Capital provides investment advice and portfolio management services to individuals, small businesses, and institutional clients. Ballina aims to achieve attractive long-term investment returns by investing in international equities. Services are tailored to each client's investment objectives, and clients can place reasonable restrictions on their accounts.
Assets Under Management$490M
Clients11
Advisors2
Avg. per Client$44M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may be reduced or waived at Ballina's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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