Balance Wealth Partners is a registered investment advisor founded in 2018 and based in Columbus, Ohio. The firm provides ongoing investment management and financial planning services to individuals, high-net-worth individuals, and retirement plans. Balance Wealth Partners builds diversified portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, and real estate investment trusts, operating with the authority to make trades without asking clients first. In addition to portfolio management, the firm offers both standalone and comprehensive financial planning covering retirement, taxes, estate planning, cash flow, and insurance needs. Balance Wealth Partners does not require a minimum investment to open an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Standard asset-based fees generally range from 0.40% to 1.20% annually. Fees are negotiable.
