Bala Capital Group, LLC
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Learn more about Bala Capital Group, LLC
Bala Capital Group, LLC is a financial advisory firm headquartered in Conshohocken, Pennsylvania. It administers $73.0 million in assets throughout three customer accounts. Bala Capital Group, LLC has a small group of 24 employees, thirteen of whom are financial advisors. Bala Capital Group, LLC does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as options, stocks and bonds.
Bala Capital Group, LLC manages all of the firm's accounts on a discretionary basis. Discretionary management signifies that buy and sell choices for the client's account are made by a portfolio manager without needing the customer's authorization. Bala Capital Group, LLC administers an average of $24.3 million in assets for each client account. The average advisor at Bala Capital Group, LLC administers fewer than one client account, making it one of the most personalized firms in the country.
The company's headquarters is at One Tower Bridge, 100 Front Street, Conshohocken, Pennsylvania 19428. It is registered to provide services to clients in the state of Pennsylvania.
Assets Under Management
Number of Advisors
Bala Capital Group, LLC by the Numbers
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Fees charged by financial advisors usually are based on which service is offered. Fee types charged by Bala Capital Group, LLC can be comprised of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Offered by 72% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 17% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 35% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 2% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 1% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 39% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 12% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
It provides services to pooled investment vehicles. Out of its three accounts, Bala Capital Group, LLC's largest client is pooled investment vehicles. About 33% of the company's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* 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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Bala Capital Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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