Blossom Balance LLC offers investment advice tailored to clients’ needs and goals, including asset allocation strategies using various investment products. They also provide financial planning consulting services such as risk assessment, investment planning, and estate planning. Blossom Balance LLC provides these services through Investment Advisory Representatives to accounts opened with them.
Assets Under Management$5.6M
Clients16
Advisors1
Avg. per Client$350K
Avg. per Advisor$5.6M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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