Winchester, MA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Balanced Wealth Management, LLC.
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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.
Based on Balanced Wealth Management, LLC.
Location
Winchester MA
Advisors at this office
1
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