Ballast Advisors provides financial planning, consulting, and investment management services. Financial planning covers areas like cash flow, estate, insurance, retirement, and tax planning. Investment management involves managing client portfolios using mutual funds, ETFs, individual securities, and independent investment managers. Ballast Advisors also offers retirement plan consulting services to businesses.
Assets Under Management$590M
Clients803
Advisors6
Avg. per Client$730K
Avg. per Advisor$98M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Ballast Advisors offers investment management and wealth management services for an annual fee based on the amount of assets managed and the complexity of the services. This fee generally varies between 0.50% and 2.00%. The annual fee is calculated monthly, in advance, based on the market value of the assets being managed.
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