Good Balance FP manages investment portfolios and provides financial planning services to individuals, trusts, charitable organizations, and businesses. They work with clients to determine their investment objectives and risk profile, then design a written investment policy. They primarily recommend mutual funds and ETFs offered by Dimensional Fund Advisors (DFA). Financial planning services cover areas like personal finances, education, risk management, tax and cash flow, death and disability, retirement, and investments.
Assets Under Management$34M
Clients23
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
*Minimum annual fees start at $5,000 for individuals and $7,000 for couples, not to exceed $10,000 and $12,000, respectively. Client fees will not exceed 3%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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