Strategic Wealth Management Partnerships
Excellence Through Collaboration
Balanced Wealth Strategies, LLC has established strategic partnerships with premier wealth management firms to provide our clients with institutional-grade investment solutions and comprehensive wealth management services.
Our Premier Partners
Current strategic relationships:
- UBS Financial Services
- Wells Fargo Advisors
These partnerships provide our clients with:
- Access to sophisticated investment solutions
- Comprehensive research capabilities
- Advanced technology platforms
- Dedicated service teams
- Institutional-grade custody services
Fee Structure & Transparency
We believe in complete transparency regarding our fee arrangements:
Investment Management Fees
- Competitive annual fee for accounts under management
- Fee includes all wealth management services
- No additional transaction costs or hidden fees
- Quarterly fee deduction from accounts
Our Compensation
- Balanced Wealth Strategies, LLC receives a portion of the wealth manager’s fee
- No direct fees charged to clients
- Full disclosure of all fee arrangements
- No commission-based compensation
Service Model
Our partnerships enable a comprehensive service approach:
Investment Services
- Professional portfolio management
- Regular performance reporting
- Online account access
- Dedicated service teams
Additional Resources
- Market research and insights
- Educational materials
- Financial planning tools
- Specialized expertise
Due Diligence
We maintain high standards for our wealth management partners:
- Competitive fee structures
- Strong financial stability
- Excellent regulatory history
- Comprehensive investment capabilities
- Advanced technology platforms
- Dedicated service teams
- Competitive fee structures
Ongoing Oversight
We provide continuous monitoring of our partnerships:
- Regular review of service levels
- Performance evaluation
- Fee structure assessment
- Client satisfaction monitoring
Important Regulatory Disclosure: Balanced Wealth Strategies, LLC is a registered investment advisor. This is not an offer to sell securities or the solicitation of an offer to purchase securities. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please see our Disclosures for Form ADV Part 2A and 2B for complete details about our services, fees and professional background.