Beyond Balanced Financial Planning (BBFP) provides financial planning and investment management services. BBFP creates personalized investment portfolios based on your individual needs and goals. Financial planning covers retirement, risk management, college savings, cash flow, debt management, and estate planning. BBFP may recommend unaffiliated third-party managers through Charles Schwab and Altruist marketplaces.
Assets Under Management$19M
Clients47
Advisors1
Avg. per Client$400K
Avg. per Advisor$19M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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