Balanced Wealth Group LLC
Assets Under Management
$419.9M
Number of Clients
516
Number of Advisors
5
Average Client AUM
$814K
AUM per Advisor
$84.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Balanced Wealth offers advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. Services include financial planning, investment management, and retirement plan advisory services. They provide customized investment management and wealth management solutions through personal client contact and discretionary management of client accounts.
Fee Structure
Financial planning fees range up to $18,000 for one-time, project-based planning. Ongoing financial planning fees are negotiated. Wealth and investment management fees range from 0.50% to 2.00% annually, based on the scope and complexity of services, level of assets, and overall relationship. Retirement plan advisory services are charged up to 0.75% annually. The advisor may make an annual contribution towards payment of the costs and fees incurred by Client in connection with the preparation of Client’s tax returns and/or estate planning documents based on assets under management.
Areas of Practice
Location
1991 Crocker Road, Suite 300, Westlake, OH, 44145