Assets Under Management
$40.7M
Number of Clients
204
Number of Advisors
3
Average Client AUM
$199K
AUM per Advisor
$13.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Balanced Plan Financial Investment Advisors provides asset management services through discretionary and non-discretionary arrangements. They also offer financial planning and consulting services, including retirement strategy, investment planning, tax reduction, and estate preservation. They may recommend third-party managers and receive solicitor fees.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees may be lowered at BP's discretion based on various criteria.
CA, United States