Blossom Balance is a registered investment advisor based in Gainesville, Georgia, founded in November 2025 and wholly owned by Tracey Ann Gordineer. The firm provides personalized investment management and financial planning services to individuals and high net worth individuals. Blossom Balance helps clients by reviewing investment goals, recommending asset allocation strategies across cash, stocks, mutual funds, bonds, and annuities, and preparing written investment strategies. Clients can place restrictions on certain securities or sectors in writing. Additionally, the firm offers financial planning consulting covering risk management, investment planning, estate planning, financial organization, and financial decision-making. Blossom Balance generally requires a minimum investment of $1,000,000 to open and maintain an advisory account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are charged quarterly in arrears based on the average daily balance. Blossom Balance has sole discretion to negotiate lower fees or waive them.