Larry Thompson is a registered investment advisor at Balance Wealth, based in Columbus, OH, with 17 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 557 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Balance Wealth Partners' fees for managing your investments typically range from 0.40% to 1.20% of the value of your portfolio each year. The specific fee schedule is negotiable. The fee is charged monthly, in advance. The firm may use tiered, cliff, or flat fee schedules.
Location
5898 Cleveland Avenue, Suite 201, Columbus, OH, 43231
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Larry is the Executive Director of the HAA and Goodview LLC, a Brazilian land ownership company. He expects to spend nearly full-time on these non-advisory activities.
Employment History
Current Registrations
Balance Wealth
Agdeavor Investments
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.