Ballaster Financial LLC (BF) manages investment portfolios and provides financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. BF also offers ongoing financial planning for a fixed monthly fee. BF provides employee benefit plan services to employer plan sponsors.
Assets Under Management$22M
Clients27
Advisors1
Avg. per Client$810K
Avg. per Advisor$22M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable in some circumstances at BF's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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