Balanced Plan Financial Investment Advisors, INC.
Balanced Plan Financial Investment Advisors provides ongoing asset management and financial planning services to individuals, small businesses, trusts, estates, and high-net-worth individuals. Balanced Plan Financial Investment Advisors determines investment goals, time horizons, objectives, and risk tolerance to build customized portfolios, operating on either a discretionary basis (making trades without asking first) or a non-discretionary basis (getting approval before every trade). The firm also offers financial planning and consulting covering net worth statements, cash flow analysis, retirement strategies, long-term investments, tax reduction strategies, and estate preservation. Additionally, Balanced Plan Financial Investment Advisors may recommend third-party money managers and sub-advisors to manage client portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.70% |
| $1.0M - $3.0M | 1.60% |
| $3M+ | 1.50% |
Balanced Plan Financial Investment Advisors may charge a lesser investment advisory fee based on criteria such as historical relationships, asset types, future earning capacity, and negotiations.