Good Balance FP is a registered investment advisor founded in November 2022 and owned by Arielle Bittoni. The firm specializes in managing investment portfolios using a passive, evidence-based strategy primarily utilizing mutual funds and exchange-traded funds from Dimensional Fund Advisors, along with conservative fixed-income securities. Good Balance FP also offers comprehensive financial planning covering personal goals, education, risk management, tax and cash flow, retirement, and investments. In addition, the firm provides retirement plan advisory services and can coordinate with third-party sub-advisors for specific portfolio models. Good Balance FP focuses on long-term strategies grounded in Modern Portfolio Theory, seeking broad diversification to limit risk.
Fee Structure
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. Total client fees will not exceed 3%. Annuities are charged separately at 0.75% for fixed/indexed and 1.00% for variable.
