Balanced Wealth Strategies connects clients with wealth managers who manage investment portfolios under wrap fee programs. Balanced Wealth Strategies helps clients identify financial goals and connects them with qualified wealth managers who decide on investment allocations and tailor investments to meet those goals. Clients pay an all-inclusive wrap fee to the wealth manager, and Balanced Wealth Strategies receives a portion of that fee. Balanced Wealth Strategies reviews investment allocations with clients and their wealth manager to determine if reallocations are appropriate.
Fee Structure
Balanced Wealth Strategies does not charge clients directly for investment services. Instead, the selected wealth manager pays Balanced Wealth Strategies a portion of their fee, which is between 25% and 40% of what the wealth manager charges. The wealth manager's fee is 1% per year for accounts under $5 million and may be lower for larger accounts. This fee covers all costs, and no additional fees are charged to the investor.