Balanced Life Planning (BLP) offers investment management and financial planning services. BLP develops investment plans based on clients' goals and manages portfolios accordingly. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. BLP may recommend third-party professionals but doesn't receive compensation from them. Financial planning is offered on a project basis or ongoing.
Assets Under Management$9.9M
Clients3
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$9.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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