Balanced Wealth Management, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$96,750,354
Clients
243
Advisors
2
across 2 offices
About
Balanced Wealth Management provides discretionary investment management and comprehensive wealth management services to individuals, high‑net‑worth clients, trusts, estates and retirement plans. The firm charges percentage‑of‑AUM fees and also provides retirement plan advisory services, including ERISA fiduciary support and participant education.
The advisor builds customized, primarily long‑term portfolios using mutual funds, ETFs and occasional third‑party managers, applying internal due‑diligence criteria when selecting funds. It may use an automated managed program (AMP) and third‑party platforms to manage held‑away or participant accounts, rebalancing and monitoring accounts on a regular basis to align with client objectives.
Distinctive features include that several advisory personnel are licensed insurance professionals and may receive commission compensation for insurance product sales, a practice the brochure discloses as a potential conflict of interest. The firm operates as a two‑advisor practice managing roughly $102 million for about 243 clients, recently transitioned to SEC registration, and emphasizes retirement‑plan services such as on‑site visits, participant education and plan participant surveys.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $999,999: 1.15% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.85% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.55% $5,000,000+: 0.50%
Insurance commissions earned by licensed advisory persons for insurance product sales, separate from advisory fees.
Account minimum: $5,000 Fee-only: Investment advisory fees based on tiered AUM schedule; no commissions except insurance product commissions paid separately by clients if applicable.
Main office
See office1350 Division Road, Suite 204
West Warwick RI 02893
Advisors at this office
1
Offices (2)
Most active in
Massachusetts · New Hampshire · Rhode Island
Also doing business as
Auclair & Partners, LLC · Balanced Wealth Management, LLC · Balanced Wealth Management, LLC.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Robert A
CFP®, Series 63, Series 65
West Warwick, RI
Balanced Wealth Management, LLC.
Robert Auclair is a CFP® professional with 20 years of industry experience. He has worked at Balanced Wealth Management, LLC since 2015 and also maintains a role at Randall Financial Group, LLC. Auclair provides tax preparation services during tax season, separate from his advisory work. Balanced Wealth Management offers discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm emphasizes customized, primarily long-term portfolios and provides retirement plan advisory services including ERISA fiduciary support and participant education.
William H
Series 66
Winchester, MA
Balanced Wealth Management, LLC.
William Herbert is a Series 66-licensed advisor at Balanced Wealth Management, LLC with three years of industry experience. He previously worked at Guardian Life and has been involved in insurance sales and implementation of insurance recommendations. Balanced Wealth Management provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages customized, primarily long-term portfolios using mutual funds, ETFs, and occasional third-party managers, and offers retirement plan advisory services including ERISA fiduciary support and participant education.
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