Assets Under Management
$12.0B
Number of Clients
333
Number of Advisors
74
Average Client AUM
$36.1M
AUM per Advisor
$162.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Ballentine Partners offers comprehensive, integrated, and objective advice to families, including investment strategy, financial planning, estate planning, tax planning, and family office administration. They manage accounts on both a discretionary and non-discretionary basis, and specialize in managing privately-owned wealth.
230 3rd Avenue, Suite 6, Waltham, MA, 02451