Assets Under Management
$419.9M
Number of Clients
516
Number of Advisors
5
Average Client AUM
$814K
AUM per Advisor
$84.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Balanced Wealth Group provides financial planning and investment management services to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. Services include financial planning, wealth management, and retirement plan advisory services. They may use independent managers for client portfolios.
1991 Crocker Road, Suite 300, Westlake, OH, 44145