Balancing Life Financial Planning (BLFP) offers continuous advice and supervision over client portfolios. BLFP works with clients to develop a personal investment policy or plan with an asset allocation target and manages portfolios through third-party investment managers. BLFP assists clients in selecting an appropriate allocation model, interacting with the outside manager, and reviewing the outside manager. BLFP refers clients to Buckingham Strategic Partners, LLC and Nationwide.
Fee Structure
Balancing Life Financial Planning uses third-party managers to manage client portfolios. The maximum annual fee charged for this service will not exceed 1.75%. The annual fees are negotiable, pro-rated and paid in advance on a quarterly basis. The advisory fee is a tiered fee and is calculated by assessing the percentage rates using the predefined levels of assets and applying the fee to the account value as of the last day of the previous quarter. The total fees charged by both BLFP and the outside manager will not exceed 1.75% of assets under management per year.