Do you have an asset minimum for your services?

We do not have an asset minimum for our services. We offer financial planning and budgeting services on an hourly or ongoing basis. We also offer ongoing investment services starting at a fee of 0.5% of assets under management. If you would prefer to manage the assets on your own, we offer a portfolio and rebalancing review on a per hour basis.

Posted in: Frequently Asked Questions

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Balance Financial Planning, LLC

5438 Shafter Avenue

Oakland, CA 94618

cheryl@balancefp.com

510.847.7432

Join our newsletter

Balance Financial Planning, LLC

5438 Shafter Avenue

Oakland, CA 94618

cheryl@balancefp.com

510.847.7432