Balanced Capital Investments provides financial planning and investment management services. Financial planning is included for investment management clients and covers asset allocation, securities recommendations, insurance needs, retirement planning, and tax planning. Investment management uses fundamental analysis and passive investing to construct model portfolios, including traditional and 'Green Series' options. The firm requires discretionary authority to manage client accounts.
Assets Under Management$39M
Clients154
Advisors1
Avg. per Client$260K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Planning is included in investment management
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 may be discounted for select friends and family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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