Balance Wealth Partners provides investment management based on your financial situation and goals. They create a plan and then manage your investments to align with it. They invest in mutual funds, exchange traded funds, stocks, bonds, U.S. Government securities, and real estate investment trusts. Balance Wealth Partners also offers financial planning services covering retirement, education, cash flow, debt, estate planning, insurance, tax planning, and charitable giving. You don't have to act on their recommendations, and you don't have to implement them through Balance Wealth Partners.
Fee Structure
Balance Wealth Partners' fees for managing your investments typically range from 0.40% to 1.20% of the value of your portfolio each year. The specific fee schedule is negotiable. The fee is charged monthly, in advance. The firm may use tiered, cliff, or flat fee schedules.
