Balefire offers investment management and financial planning services to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, businesses, partnerships, corporations, and other similar entities. Balefire provides continuous, ongoing, active, and individualized investment management, asset selection, asset allocation, rebalancing, and tax management. Financial planning services are separate from investment management services.
Fee Structure
Balefire offers ongoing investment management services based on your individual goals, objectives, time horizon, and risk tolerance. Balefire seeks to design investment strategies utilizing your current financial situation to construct a portfolio designed to match your investment goals. Fees for investment management are calculated as a percentage of the value of your portfolio, including cash, and are collected in advance each quarter.