Beyond Balanced Financial Planning, LLC
Assets Under Management
$18.8M
Number of Clients
47
Number of Advisors
1
Average Client AUM
$401K
AUM per Advisor
$18.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Beyond Balanced Financial Planning, LLC (BBFP) offers investment management and comprehensive financial planning services. They manage tailored investment portfolios and provide advice on retirement, risk management, college savings, cash flow, debt management, and estate planning. BBFP also offers retirement plan consulting services to benefit plan sponsors.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis. Legacy clients and family & friends of BBFP may pay lower fees.
Fee Estimator
BBFP charges fees for investment management based on a percentage of assets under management (AUM), as detailed in the fee table. For financial planning, fees range from $3,500 to $15,000, depending on complexity. Project-based financial planning is also available at $200 per hour or a fixed fee between $600 and $10,000. Retirement plan consulting fees are based on a percentage of total plan assets. Seminars and speaking engagements range from $0 to $10,000 per engagement or $0 to $200 per participant. There is a minimum quarterly fee of $250 for all retirement plans.
Areas of Practice
Location
223 W Wall Street, Suite 215, Midland, TX, 79701