Balanced Financial Advisors (BFA) provides ongoing portfolio management based on individual client goals and risk tolerance. BFA creates an Investment Policy Statement for each client to guide portfolio selection. BFA also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. BFA specializes in consulting clients with disabled adult children and consulting colleagues for planning for future needs for individuals with disabilities.
Assets Under Management$20M
Clients13
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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