Balanced Wealth Group provides customized investment management and financial planning solutions for individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. Balanced Wealth Group builds portfolios primarily using exchange-traded funds and mutual funds, while tailoring strategies to each client's goals and risk tolerance. As part of its wealth management services, Balanced Wealth Group also offers assistance with tax preparation and estate planning documents through third-party providers, with contributions funded based on the total value of assets managed. Additionally, Balanced Wealth Group offers retirement plan consulting for employers and insurance consulting through platform partnerships.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.50% to 2.00% annually based on services, asset levels, and complexity. Fees may be negotiable.