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How Does Balfour Capital Management Help Clients? – Key Takeaways
Balfour Capital Management is a leading financial advisory firm that specializes in managing assets for high net worth individuals and families. The firm provides a range of services to help clients achieve their financial goals and secure their financial future. Some key takeaways of how Balfour Capital Management helps its clients include:
- Providing personalized investment strategies and portfolio management tailored to individual client needs and risk tolerances
- Offering comprehensive financial planning services to help clients meet their short-term and long-term financial objectives
- Ensuring efficient tax management and wealth preservation strategies for clients
- Continuously monitoring and adjusting investment strategies to adapt to changing market conditions
Facts and Insights
Founded in 2005, Balfour Capital Management has quickly become a highly respected presence in the financial advisory industry. The firm is registered with the Securities and Exchange Commission (SEC) and operates as an independent investment advisor. Balfour Capital Management has its main offices located in Chicago, Illinois, and has a team of experienced professionals dedicated to helping clients achieve their financial goals and objectives.
Assets Under Management, Number of Advisors and Time in Business: {table}
The table below provides publicly available information on the assets under management (AUM), number of advisors, and time in business for Balfour Capital Management.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
| (as of 2021) | ||
Financial Services Offered
Balfour Capital Management offers a wide range of financial services for individuals and families, including:
- Investment management
- Retirement planning
- Estate planning
- Tax management
- Wealth preservation
- Insurance planning
Client Types
Balfour Capital Management primarily serves high net worth individuals and families, as well as some institutional clients such as foundations and endowments. The firm works with clients who have a minimum investable asset of $1 million.
Fees & Compensation
Balfour Capital Management charges a fee based on a percentage of the assets under management. This fee structure is designed to align the firm’s interests with those of its clients and ensure that the firm is focused on achieving the best possible results for its clients. Balfour Capital Management does not receive any commissions or compensation from third parties.
Background
The team at Balfour Capital Management is made up of experienced professionals with diverse backgrounds in finance, accounting, and economics. They bring a wealth of knowledge and expertise to help clients navigate the complex and ever-changing financial landscape. The firm’s advisors are committed to providing personalized and comprehensive solutions to meet the unique needs of each client.
Financial Advisor Disclosures to Know
Although Balfour Capital Management has a clean disciplinary record, there are a few key disclosures that clients should be aware of. The firm has a fiduciary duty to act in the best interest of its clients, and as such, it is required to disclose potential conflicts of interest. These include possible material relationships with other firms or any financial incentives received for recommending certain products or services.