Ballentine Partners offers wealth management and investment advice to families with $4 million or more in investment assets. They act as a family's Chief Investment Officer, providing advice on asset allocation, risk management, estate planning, and tax planning. Ballentine Partners manages investments on both a discretionary and non-discretionary basis, and they do not sell any insurance or investment products.
Assets Under Management$12B
Clients333
Advisors79
Avg. per Client$36M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$4M
Investment management only (planning not offered)
Minimum Annual Fee:$40,000
Ballentine Partners manages investments for high-net-worth clients and family office clients. Fees are based on a percentage of the value of your portfolio:
- High Net Worth Clients: Ranges from 0.95% to 0.25% per year, with a $40,000 minimum annual fee.
- Family Office Clients: Ranges from 0.60% to 0.10% per year, with a $180,000 minimum annual fee.
Loading...
Location
79 Advisors at this firm
Page 1 of 4