Balanced Wealth Partners provides investment management and financial planning services. Investment management is offered on a discretionary basis, tailoring strategies to individual client goals and risk tolerance. Financial planning services include comprehensive plans covering fee analysis, investment analysis, tax planning, social security analysis, college cost analysis, income analysis, and estate planning review. Consultation services are also available for assistance with individual financial topics.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3M+ | 0.95% |
Fees are negotiable based on various criteria, including relationship history and householding of accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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