Balanz Advisors manages investment portfolios and provides investment advisory services for domestic and foreign individuals, trusts, family offices, and institutions through separately managed accounts. Balanz Advisors offers both discretionary services, where the firm makes investment decisions on your behalf without prior consultation, and non-discretionary services, where you must approve each transaction before it occurs. The firm customizes its strategies based on your financial condition, risk tolerance, and goals, utilizing various investment products including stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. Balanz Advisors also has affiliations with broker-dealers and financial service companies globally.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
All advisory accounts are subject to an annual advisory fee of 1.00% on assets under management. Fees are negotiable.