Balance Wealth
Typically responds within 24 hours
FOUNDING YEAR
2012
NUMBER OF EMPLOYEES
6 - 20 employees
Balance Wealth's Assets Under Management (AUM)
$100M - $500M
BUSINESS AFFILIATION
Independent RIA
FIDUCIARY
Yes
INVESTMENT APPROACH
Blend of both
REGISTERED INVESTMENT ADVISER?
Yes
LOCATION
Columbus, Ohio
SUPPORT
Dedicated Staff
Balance Wealth
We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love.
Clients who would be a good fit
30-50 year old high earners and business owners who want a heavy focus on financial planning and tax planning
Clients who wouldNOTbe a good fit
Individuals looking for a cookie cutter approach to investing
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.6% to 1%
One-Time Financial Planning Fee
$2,500 to $10,000
Monthly Retainer
$99 to $1,000
Subscription
$99 to $1,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
Disclaimer
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