Balanced Plan Financial Investment Advisors, INC.
Assets Under Management
$40.7M
Number of Clients
204
Number of Advisors
3
Average Client AUM
$199K
AUM per Advisor
$13.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Balanced Plan Financial Investment Advisors, Inc. offers asset management services through discretionary and non-discretionary arrangements. They also provide financial planning and consulting services, including net worth statements, cash flow analysis, retirement strategy, investment planning, tax reduction strategy, and estate preservation. They may recommend third-party managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
This is a tiered or breakpoint fee schedule, meaning the entire account is charged the same management fee.
Fee Estimator
Asset management fees are tiered, based on the amount of assets managed (see table above). Fees are billed quarterly in arrears. Financial planning and consulting are charged at an hourly rate of $350 per hour. Financial planning fees are billed 50% in advance, with the balance due upon plan delivery. There is no minimum account size.
Areas of Practice
Location
CA, United States