Beyond Balanced Financial Planning offers comprehensive financial planning, project-based financial planning, and investment management services. The firm focuses on helping individuals, families, and business owners navigate retirement planning, tax strategies, cash flow, estate planning, and risk management. Beyond Balanced Financial Planning practices passive investment management, utilizing modern portfolio theory and index-based funds, often through third-party platforms like Charles Schwab and Altruist. The firm operates as a fee-only advisor, meaning they are compensated directly by their clients without commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Fees are calculated on a blended basis using the average daily balance, billed quarterly in arrears. Investment management for the first $250,000 is included for clients subscribing to comprehensive financial planning.