Ballast Wealth offers investment management services, creating customized solutions for clients. They work with individuals, high net worth individuals, trusts, estates, and small businesses to identify investment goals, risk tolerance, and financial situations. Ballast Wealth primarily uses individual equity securities, but may also use mutual funds and ETFs. Investment strategies are long-term focused, but may buy, sell, or re-allocate positions to meet client objectives or due to market conditions.
Assets Under Management$40M
Clients170
Advisors1
Avg. per Client$240K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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