Ballast Financial Advisors offers investment advice and financial planning to individuals, trusts, estates, pension plans, and businesses. Services include asset management, financial planning, and retirement plan consulting. For asset management, portfolios are tailored to client needs and may include stocks, bonds, ETFs, and mutual funds. Financial planning covers investment, retirement, estate, tax, education, and business planning. Retirement plan consulting assists employers in establishing and monitoring retirement plans.
Fee Structure
Ballast Financial Advisors charges a fixed fee for asset management services, based on the scope and complexity of the client's situation. This fee will not exceed $10,000 annually or the equivalent of 1.2% of the value of your portfolio. Fees are billed monthly, based on the average daily value of the account. For accounts managed by third-party managers, this fee is in addition to any fees charged by the third-party manager.