Balentine
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Overview
Balentine is located at 3344 Peachtree Road Ne, Atlanta, GA. The firm employs 24 financial advisors to manage client portfolios and provide financial guidance. Balentine is not a registered broker-dealer.
Balentine oversees $4.7 billion in assets under management across 3,512 accounts, of which 3,269 are discretionary and 243 are non-discretionary. Over the past year, the firm has provided financial planning services to between 101 and 250 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The firm caters to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, and state or municipal government entities, with high net worth investors being the largest client type by accounts. The fee structure at Balentine includes asset-based and fixed fees. The firm has 370 high net worth clients.
Balentine is registered in the states of Alabama, Alaska, Arkansas, Florida, Georgia, Illinois, Louisiana, New Jersey, New York, North Carolina, South Carolina, Tennessee, Texas, Virginia, and West Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Balentine by the Numbers
$4.7 billion
56
3,512
$1.3 million
Products and Services
Balentine offers a variety of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. In the past fiscal year, Balentine provided 101-250 of its customers with financial planning services. The Company does not sell products or offer services aside from investment advisory services to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
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
Fees for financial advice largely vary depending on the financial services provided. Fees charged by Balentine most likely include some blend of the following fee structures: asset-based or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm does business with a broad range of clients. The company caters to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, and state or municipal government entities. Out of its 6 clients, Balentine's biggest client type by number of accounts is high net worth investors, though it also serves 370 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 89.81%
- Other Individuals - 3.4%
- Corporations - 2.67%
- Charitable Organizations - 4.13%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Financial Advisors at Balentine
Raleigh, NC
Atlanta, GA
Atlanta, GA
Raleigh, NC
Raleigh, NC
Atlanta, GA
Atlanta, GA
Atlanta, GA
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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