BALENTINE: Your Trusted Financial Advisor
BALENTINE is a financial advisory firm that has been serving clients for over 25 years. With a team of experienced advisors, BALENTINE provides expert financial guidance to help individuals and businesses achieve their financial goals.
How does the Advisor Help Clients – Key Takeaways:
- Provides personalized financial planning and investment strategies
- Offers a wide range of financial services to cater to different client needs
- Uses a disciplined and transparent approach to managing clients’ assets
- Equipped with the latest market insights and tools for informed decision-making
Facts and Insights:
The success of BALENTINE as a financial advisor can be seen in its assets under management, number of advisors, and years in business.
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $2.5 billion | 15 | 25+ |
Financial Services Offered:
BALENTINE offers a wide range of financial services to cater to the different needs and goals of its clients.
- Investment Management
- Financial Planning
- Wealth Transfer Planning
- Tax Planning
- Estate Planning
- Retirement Planning
- Insurance Services
- Institutional Services
Client Types:
BALENTINE serves a diverse range of clients, including individuals, families, and businesses.
- High-net-worth individuals seeking personalized financial services
- Business owners looking for growth and succession planning
- Institutional clients in need of investment management services
Fees & Compensation:
BALENTINE is committed to transparency when it comes to fees and compensation. The firm primarily operates on a fee-only basis, meaning it charges a percentage of the assets under management as its fee. This ensures that the advisors’ interests are aligned with those of the clients, as the advisors’ compensation is directly tied to the performance of the clients’ investments.
Background:
BALENTINE was founded in 1995 by financial expert John Balentine. With a team of experienced advisors and a strong commitment to providing personalized financial services, the firm has grown to become a leading financial advisor in the industry.
Financial Advisor Disclosures to Know:
It is important for clients to be aware of any potential conflicts of interest or disciplinary history of their financial advisor. BALENTINE is committed to transparency and full disclosure of any potential issues that may arise.
- No criminal or civil legal actions against the firm or its employees
- No recent disciplinary actions by regulatory bodies
- No customer complaints or arbitration claims in the last year