Michael
Balch
Ip Financial Advisory Services LLC
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About this Advisor
Michael Balch is a financial advisor based in Charlotte, North Carolina, working with Ip Financial Advisory Services LLC. Michael has previously held positions at Investment Planners, Inc, Nav Capital Partners, Foreside Fund Services, LLC, Good Harbor Financial, LLC, Cedar Capital, LLC, Ipi Wealth Management, Inc, Innovation Partners LLC, and Ip Financial Advisory Services LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Michael is part of Ip Financial Advisory Services LLC, which operates out of Charlotte, North Carolina. The firm has 28 offices and 92 employees. The firm manages assets totaling $297.0 million and offers a range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Ip Financial Advisory Services LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ip Financial Advisory Services LLC Brokerage Details
$296,950,627
92
2,290
$129,673
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Michael Balch Work History
Innovation Partners LLC
Ip Financial Advisory Services LLC
Nav Capital Partners
Investment Planners, Inc
Ipi Wealth Management, Inc
Cedar Capital, LLC
Foreside Fund Services, LLC
Good Harbor Financial, LLC
Investment Planners, Inc
Disclosures
Please visit the SEC profile of Michael Balch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ip Financial Advisory Services LLC
Charlotte, NC
Miami, FL
Charlotte, NC
Henderson, NV
Charlotte, NC
Charlotte, NC
Charlotte, NC
Lone Tree, CO
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