Balance Financial Planning provides financial planning, cash flow planning, and investment management services to individuals and high-net worth individuals. Balance FP develops strategies to help clients reach their goals, reviews cash flows, and recommends strategies to reduce taxes. For investing, Balance FP recommends low-cost index and exchange traded funds to create a diversified portfolio.
Assets Under Management$35M
Clients33
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$35M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 0.50% |
| $600K+ | 0.30% |
Fees may be negotiable at the discretion of the principal.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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