Balanced Wealth Group provides financial planning and investment management services to individuals, families, and businesses. Services include cash flow planning, education planning, retirement planning, tax planning, and estate planning. For clients with assets under management meeting certain thresholds, Balanced Wealth will contribute towards the cost of tax preparation and estate planning document preparation.
Fee Structure
Balanced Wealth Group offers investment management services where fees are paid monthly based on the average daily balance in your account. Fees range from 0.50% to 1.75% annually. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Balanced Wealth. Relationships with multiple objectives, specific reporting requirements, or portfolio restrictions may be charged a higher fee.