Blossom Balance LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Blossom Balance LLC provides investment advisory and financial planning services to individuals and high‑net‑worth clients, managing roughly $5.6 million for a small client base of about 16 households. The firm offers discretionary and non‑discretionary portfolio management, asset allocation among cash, stocks, mutual funds, bonds and annuities, and written investment strategies and plans.
Investment advice is tailored to each client’s objectives, time horizon, and risk tolerance and may incorporate asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies; managed account programs are offered under a comprehensive advisory arrangement. The firm highlights the tax implications of its strategies and advises clients to consult tax professionals as part of ongoing portfolio management.
Notably, the adviser is affiliated with an accounting and tax services firm under common ownership and may recommend those accounting and tax services, a relationship the brochure discloses as a potential conflict of interest and which the firm says clients are not required to accept. The practice also maintains a $1,000,000 account minimum, reflecting a focus on high‑net‑worth households rather than non‑HNW individual clients.
Client services
Expertise
Fee options
Fixed fees for longer-term consulting projects range from $2,500 to $10,000 per project
$0 - $250,000: 2.00% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.85% $4,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%
$300 - $500 per hour
Account minimum: $1,000,000 Fee-only: Hourly fees range from $300 - $500 per hour; Fixed fees range from $2,500 to $10,000 per project
Main office
3292 Thompson Bridge Road, Suite 149
Gainesville GA 30506
Advisors at this office
1
Most active in
Georgia
Also doing business as
Blossom Balance LLC · Blossom Balance: A Wealthness Company
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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