David Marlin is a registered investment advisor at Balance Wealth, based in Worthington, OH, with 8 years of industry experience. David 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
5701 North High Street, Suite 100, Worthington, OH, 43085
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works as a military pilot instructor for FlightSafety Services Corp., providing continuation training in a flight simulator for C-17 pilots. This takes him 40 hours per week, with 6 hours during trading days.
Employment History
Current Registrations
Balance Wealth
Agdeavor Investments
Bolt Financial Group, INC
State Registrations2 states
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