Balanced Capital Investments manages investment portfolios and offers comprehensive financial planning for individuals, families, and organizations. Balanced Capital Investments builds personalized portfolios using fundamental analysis, offering both traditional stock and exchange-traded fund strategies as well as a values-based Green Series focused on environmental factors. When managing investments, Balanced Capital Investments includes full financial planning at no extra cost, covering retirement, tax strategies, estate planning, insurance needs, and budgeting. For clients who only need standalone project-based planning without investment management, Balanced Capital Investments offers hourly consulting. Balanced Capital Investments operates on a discretionary basis, meaning the firm makes trades on your behalf without needing prior approval for each individual transaction.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are charged monthly in arrears using a blended schedule. Discounts are offered to select friends and family.
