Balanced Financial Advisors is a registered investment advisor based in Sausalito, California, offering personalized portfolio management and financial planning services. The firm primarily serves individuals and high-net-worth clients, managing investments based on each client's specific goals, time horizon, and risk tolerance using Modern Portfolio Theory and long-term investing strategies. Balanced Financial Advisors creates customized investment policies and constructs diversified portfolios mostly using exchange-traded funds, mutual funds, fixed income securities, real estate funds, and individual equities. In addition to general financial planning covering retirement, taxes, and estate needs, the firm has a specialty in consulting on future financial and trust planning needs for individuals with disabilities and disabled adult children. Balanced Financial Advisors operates as a legally required fiduciary, meaning they are bound to act in your best interest when providing investment advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. The minimum account size is $1,000,000, but may be waived at the firm's discretion.