Balser Financial Corporation
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
Balser Financial Corporation refers clients to third-party Registered Investment Advisors (RIAs), primarily other NFP firms. Balser receives a percentage of the advisory fees charged to the client by the third-party RIA as compensation for the referral. Balser does not provide investment advice or manage client assets.
Fee Structure
Balser Financial Corporation does not directly charge clients any fees. Instead, they receive a percentage of the advisory fees that clients pay to the third-party RIA to whom they are referred. These fees are negotiated between the client and the third-party RIA and may be flat fees, commissions, or other agreed-upon fee schedules. Balser does not participate in the determination or negotiation of these fees.
Location
3445 Peachtree Road Ne, Suite 200, Atlanta, GA, 30326