Balance Cash Management is an internet-only registered investment advisor. Balance offers limited advisory services to small businesses and corporations, recommending low-risk money-market and T-bill investments based on a client's risk factors and goals. Clients can manage their investments through the Balance website. Balance does not provide monitoring of client accounts, accounting, tax, or legal advice.
Assets Under Management$13M
Clients88
Advisors1
Avg. per Client$150K
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Balance also charges a software fee that ranges from $15,000 to $50,000 per year, depending on the number of financial institutions and bank accounts connected to the Balance platform. We may charge some clients a lower Software Fee and/or Advisory Fee depending on their participation in a referral program or other incentives.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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