How does the advisor help clients – Key Takeaways:
BALANCED WEALTH MANAGEMENT provides personalized financial advice to clients to help them achieve their financial goals. By understanding the unique needs and objectives of each client, BALANCED WEALTH MANAGEMENT is able to offer customized solutions to meet their specific needs.
Here are the key takeaways on how BALANCED WEALTH MANAGEMENT helps its clients:
- Offers personalized financial advice
- Tailors solutions to meet unique needs
- Helps clients achieve their financial goals
Facts and Insights
BALANCED WEALTH MANAGEMENT is a leading financial advisory firm with a proven track record of helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, BALANCED WEALTH MANAGEMENT offers valuable insights and guidance to its clients.
Here are some facts and insights about BALANCED WEALTH MANAGEMENT:
- Founded in 2005
- Assets under management: $500 million*
- Number of advisors: 15*
- Time in business: 15 years*
*Numbers are publicly available and subject to change.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million* | 15* | 15 years* |
*Numbers are publicly available and subject to change.
Financial Services Offered
BALANCED WEALTH MANAGEMENT offers a wide range of financial services to help clients with their financial needs. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
BALANCED WEALTH MANAGEMENT serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- Retirees
No matter what stage of life or financial situation a client is in, BALANCED WEALTH MANAGEMENT has the expertise and services to help them achieve their goals.
Fees & Compensation
BALANCED WEALTH MANAGEMENT operates on a fee-only compensation model, meaning that they only receive compensation from their clients and do not receive commissions or other forms of compensation from third parties.
The firm’s fee structure is based on assets under management, with fees ranging from 0.50% to 1.50% depending on the size and complexity of a client’s portfolio. This transparent fee structure ensures that BALANCED WEALTH MANAGEMENT is always acting in the best interest of its clients.
Background
BALANCED WEALTH MANAGEMENT was founded in 2005 with a mission to provide personalized and comprehensive financial advice to clients. The firm’s team of experienced and knowledgeable advisors have a combined expertise of over 100 years in the financial industry.
The firm’s approach is centered on building long-term relationships with clients and helping them achieve their financial goals through a holistic and customized approach to financial planning.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is important for clients to be aware of certain disclosures. Here are some key disclosures to know about BALANCED WEALTH MANAGEMENT:
- BALANCED WEALTH MANAGEMENT is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm has a fiduciary duty to act in the best