How does the advisor help clients – Key Takeaways:
Balanced Wealth Management, LLC provides comprehensive financial planning and wealth management services to help clients achieve and maintain financial success. With their expert guidance, clients can make informed decisions about their money, plan for the future, and reach their financial goals.
- Individualized financial plans based on clients’ unique needs and goals
- Diverse investment options to fit clients’ risk profiles and objectives
- Ongoing monitoring and adjustments to ensure progress towards financial goals
- Access to a team of experienced financial advisors
- Commitment to acting in the best interest of the client
Facts and Insights
As of 2021, Balanced Wealth Management, LLC has over $500 million in assets under management (AUM) and a team of five advisors. The company has been in business for over 15 years, providing expert financial guidance to clients of all backgrounds and financial situations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | $500 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | Over 15 years |
Financial Services Offered
Balanced Wealth Management, LLC offers a wide range of financial services to address various financial needs and goals. These include:
- Retirement planning
- Investment management
- Tax planning
- Education planning
- Estate planning
- Insurance planning
- Social Security planning
Client Types
The experienced advisors at Balanced Wealth Management, LLC take on clients from all walks of life. They serve:
- Individuals and families
- Business owners
- Professionals
- Retirees
- Inheritors
- And more
Fees & Compensation
Balanced Wealth Management, LLC operates on a Fee-Only compensation structure. This means that they are a fee-based firm, and their advisors are compensated only by the fees paid by their clients. This structure ensures that advisors have their clients’ best interests in mind, as their compensation is not based on commissions or product sales.
Background
The team at Balanced Wealth Management, LLC is made up of highly qualified and experienced financial advisors who hold various certifications and licenses. This includes Certified Financial Planners (CFPs), Chartered Financial Advisors (CFAs), and Registered Investment Advisors (RIAs). This diverse background allows the team to provide comprehensive financial guidance to clients from all angles and perspectives.
Financial Advisor Disclosures to Know
As a registered investment advisor, Balanced Wealth Management, LLC is held to a fiduciary standard. This means that they are legally obligated to act in their clients’ best interests at all times and to disclose any potential conflicts of interest. Clients can trust that their advisors are always working in their best interest and providing unbiased advice.