Balanstone, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,822,701
Clients
9
67% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
LowAverage account size
$1,202,522
About
Balanstone, LLC provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, and also works with corporations, other investment advisers, and institutional clients. The firm prepares Investment Policy Statements, implements tailored or model portfolios, and may act as a subadviser to unaffiliated advisers who outsource portfolio management to Balanstone.
The firm’s investment approach emphasizes long‑term fundamental equity analysis, with allocations that can include fixed income, ETFs, and non‑U.S. securities; it documents risk tolerances and time horizons and routinely seeks discretionary authority to execute client strategies. Balanstone discloses the potential use of short sales and highlights the material risks associated with those strategies alongside standard market, credit, and currency risks.
Distinctive features include providing portfolio management to institutional clients and serving as a subadviser despite operating as a single‑advisor independent firm with a small client base, which is uncommon among peers. The firm requires clients to use a specified custodian (Interactive Brokers) unless otherwise agreed and does not aggregate trades across multiple client accounts, a practice that can affect execution and is atypical for advisory firms.
Client services
Portfolio management
Subadviser services
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $250,000: 1.70% $250,001 - $750,000: 1.50% $750,001 - $2,000,000: 1.30% $2,000,001 - $5,000,000: 1.00% $5,000,001 - And Up: 0.85%
Account minimum: $500,000
Main office location
Balanstone, LLC
275 Grove Street, Suite 2 400
Newton MA 02466, United States
Number of offices
1
Most active in
Balanstone, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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.
-
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.
Forms ADV
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