Balanced Wealth helps clients select and monitor money managers, taking into account their financial situation and risk tolerance. Balanced Wealth does not manage client assets directly; instead, they recommend third-party investment advisors. They are paid a portion of the fees charged by the money managers they recommend. Balanced Wealth also offers no-cost educational seminars covering retirement and estate planning.
Fee Structure
Balanced Wealth does not charge a separate fee for selecting and monitoring money managers. Instead, the money manager pays Balanced Wealth a portion of the fees they collect from you. The total annual management fee you'll pay ranges from 1.25% to 1.75%, and Balanced Wealth receives 0.75% of that. The exact fee and how it's withdrawn (monthly or quarterly, in advance or after) will vary depending on the money manager you choose.