Balanz
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Overview
Balanz is a financial advisory company headquartered in Miami, Florida. The company manages $121.2 million in total assets across 30 customer accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). It has a small team, including 1 financial advisor. Balanz is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as options, bonds and stocks.
Balanz manages all of the company's accounts in a discretionary manner. Discretionary management signifies that an investment advisor makes buy and sell decisions for the client's account without needing the client's permission. The firm oversees an average of $4.0 million in assets for each customer account. The typical financial advisor at Balanz oversees about 30 client accounts, making it about average in terms of personalization.
Balanz's central office is at 2600 S. Douglas Rd., Miami, Florida 33134. The firm is registered to provide services to customers in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Balanz by the Numbers
$121.2 million
5
30
$4.0 million
Products and Services
Balanz offers a variety of services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Balanz does not sell products or offer services other than investment advice to its investment advisory accounts. The company is also affiliated with one or more other service providers in the financial services industry, including with a broker-dealer or securities dealer.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees typically vary depending on which service is offered. However, fee types charged by the firm likely consist of the following fee structures: asset-based, fixed, performance-based or other. Balanz does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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