Assets Under Management
$18.8M
Number of Clients
47
Number of Advisors
1
Average Client AUM
$401K
AUM per Advisor
$18.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Beyond Balanced Financial Planning, LLC (BBFP) offers investment management and comprehensive financial planning services. They develop tailored investment portfolios based on client goals and risk tolerance. Financial planning covers retirement, risk management, college savings, cash flow, debt management, and estate planning. They may use outside managers through Charles Schwab and Altruist.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable. Legacy clients and family & friends of BBFP may pay lower fees.
223 W Wall Street, Suite 215, Midland, TX, 79701