Balanced Plan Financial Investment Advisors, INC.
Balanced Plan Financial Investment Advisors offers asset management services where they determine investment goals, risk tolerance, and time horizons to create investment strategies. They can manage accounts with or without discretion. They also offer financial planning services, evaluating a client's current and future financial state to predict cash flows and asset values. They may recommend third-party managers and receive solicitor fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.70% |
| $1.0M - $3.0M | 1.60% |
| $3M+ | 1.50% |
Fees are generally billed quarterly in arrears. Certain sub-advisors may bill monthly in arrears based on an average daily balance. BP may group certain related client accounts for the purposes of achieving the minimum account size and determining the annualized fee; unless the Client opts out of such householding. BP may charge a lesser investment advisory fee based upon certain criteria.