About BALANCE FINANCIAL SERVICES, INC.
BALANCE FINANCIAL SERVICES, INC. is a leading financial advisory firm that specializes in providing expert guidance to clients in the areas of investments, retirement planning, and financial management. With a team of experienced and knowledgeable advisors, BALANCE FINANCIAL SERVICES, INC. is committed to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning services
- Offers expert advice and guidance on various investment options
- Assists clients in managing their portfolios and maximizing returns
- Helps clients plan for retirement and create an effective saving strategy
- Educates clients on financial management and budgeting
Facts and Insights
In 2021, BALANCE FINANCIAL SERVICES, INC. reported over $1 billion in assets under management and served over 2,000 clients nationwide. With a team of 25 experienced advisors, the firm has a wealth of knowledge and expertise to offer its clients. BALANCE FINANCIAL SERVICES, INC. has been in business for 15 years, establishing a reputation for excellence in the financial planning industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2021 | $1 billion | 25 |
Financial Services Offered
- Investment Management
- Retirement Planning
- Financial Planning
- Estate Planning
- Tax Planning
- Education Planning
- Insurance Planning
Client Types
- Individuals
- Families
- Small Business Owners
- High Net Worth Individuals
Fees & Compensation
BALANCE FINANCIAL SERVICES, INC. operates on a fee-based structure, meaning their compensation is based on a percentage of clients’ assets under management. This incentivizes the advisors to grow clients’ investments and provide personalized, long-term solutions.
Background
BALANCE FINANCIAL SERVICES, INC. was founded in 2006 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. Under Smith’s leadership, the firm has grown to become a trusted and reputable financial advisory firm.
Financial Advisor Disclosures to Know
- BALANCE FINANCIAL SERVICES, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC)
- All advisors at BALANCE FINANCIAL SERVICES, INC. are required to adhere to the fiduciary standard, meaning they are legally obligated to act in the best interests of their clients
- BALANCE FINANCIAL SERVICES, INC. has a clean disciplinary record with no legal or regulatory actions taken against the firm or its advisors
- All fees and compensation are fully disclosed and transparent to clients