Balanz Advisors provides investment advice to individuals, trusts, family offices, and institutions, both domestic and foreign. Balanz offers both discretionary and non-discretionary investment advisory services. For non-discretionary clients, Balanz provides research, advice, and recommendations, but the client must approve each transaction. For discretionary clients, Balanz manages the investments based on the client's investment profile and objectives.
Assets Under Management$170M
Clients64
Advisors4
Avg. per Client$2.6M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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