Balanced Rock Investment Advisors
Assets Under Management
$156.1M
Number of Clients
183
Number of Advisors
4
Average Client AUM
$853K
AUM per Advisor
$39.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Balanced Rock Investment Advisors LLC (BRIA) offers fee-only wealth management and investment advisory services. Services include financial planning, investment management, and assistance with tax, estate planning, and insurance needs. BRIA uses a core-satellite approach to managing assets and offers a Values+ValueTM investment strategy. They also offer DIAL-In strategy for direct investments.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2M+ | 0.65% |
Wealth Management Fees are negotiable at the sole discretion of BRIA.
Fee Estimator
For wealth management, BRIA charges 0.85% annually on the first $2,000,000 of assets under management and 0.65% on amounts over $2,000,000. For direct investments made through the DIAL-In program, they charge 0.85% annually on the initial investment amount. For clients with portfolios less than $300,000, BRIA offers financial planning and consulting services on an hourly basis for $250 per hour, with a 5-hour minimum. Project-based financial planning ranges from $2,500 to $25,000 per project. A minimum annual fee of $2,550 may apply for Wealth Management.
Areas of Practice
Location
4238 Washington Street, Suite 311, Roslindale, MA, 02131
