Our Fees

Transparent Piggy BankBalanced Rock Investment Advisors is an entirely Fee-Only financial planner and wealth manager. That means we are only paid by you, our client, for our services. Our only interest is providing you with honest, unbiased, and expert advice.

Wealth Management Fees

We charge 0.75% annually of Assets Under Management (AUM), and typically reduce that rate to 0.3% for managing 401k, 403b, 457 and similar employer retirement plans. There is a minimum annual fee for wealth management of $2,250.

We are proud to say that we charge nothing–that right, $0–on 529 education savings plans for our wealth management clients. This is part of Balanced Rock’s commitment to the long-term well-being and education of our clients and their families.

Financial Planning & Consulting Fees

We charge $200 per hour or a fixed-fee per engagement for our financial planning services. This is determined up front and is based on the expected time needed to complete planning.

Payment Terms

Wealth Management fees are billed quarterly in arrears, and can be deducted directly from your managed account or billed directly to you. In either case, you will always receive a statement of fees paid.

Financial Planning and Consulting fees are billed in two parts. That’s 50% at the start of planning and 50% when your plan is completed (or actual balance due for hourly engagement clients). For ongoing and long-term engagements, we typically bill quarterly. These terms are described in the investment advisory agreement.

We accept payments by check and credit card.

Learn more about all of the Services we offer.