Balanstone, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
275 Grove Street, Suite 2 400
Newton MA 02466
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Balanstone LLC · Balanstone, 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)