Balanced Investment Advisors (BIA) provides investment management services, including managing variable annuities and offering services to retirement plans. BIA also offers one-time financial planning consultations covering retirement, succession, education, legacy, insurance, investment, budget, tax, and cash flow analysis. BIA creates tailored investment strategies based on client goals and objectives, and clients can impose restrictions on investments.
Assets Under Management$43M
Clients47
Advisors2
Avg. per Client$920K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1.0M - $2.0M | 2.40% |
| $2.0M - $3.0M | 2.25% |
| $3.0M - $4.0M | 1.90% |
| $4.0M - $5.0M | 1.65% |
| $5M+ | 1.35% |
The annual fee may be negotiable. These fees also apply to variable annuity management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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