Ballard Wealth Management offers investment management services through sub-advisors. Ballard Wealth Management selects and monitors the sub-advisors. Clients may also receive a financial plan. Ballard Wealth Management also offers estate planning support services through a partnership with Wealth.com. Clients can create estate planning documents through the Wealth.com platform.
Assets Under Management$94M
Clients315
Advisors1
Avg. per Client$300K
Avg. per Advisor$94M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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