Blair M Enfield

CFP

Balefire, LLC

17 Years of Experience

View SEC Summary

Firm Information

Balefire, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

31 advisors

Number of Clients

2,524 clients

Average Client Portfolio

$490K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:None

Financial Planning:Charged separately

Fees for asset management and financial planning are negotiable based on the scope and complexity of services. Asset management fees are calculated as a percentage of assets under management. Financial planning fees are contracted on an hourly, project, or flat-fee basis. Corporate Solutions fees for retirement plans are charged as a percentage of plan assets or a flat fee. A platform fee of 0.25% is added to asset management fees.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth

Advisor Information

Office location

8000 Avalon Boulevard, Suite 100, Alpharetta, GA, 30009

Get directions

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.