OUR PLEDGE TO YOU IS THAT WE WILL
NEVER ATTEMPT TO HIDE OUR COSTS
*BALANCED CAPITAL DOES NOT HAVE ACCOUNT MINIMUMS
Fees are calculated and deducted monthly on the final business day of the month. As management fees are charged in arrears, Balanced Capital Investments LLC does not offer refunds as services have already been performed. If a client terminates service, the fee will be prorated for only the amount of days that Balanced Capital Investments LLC rendered its services.
Some investment funds carry their own internal expenses.
ANNUAL MANAGEMENT EXPENSE
TOTAL VALUE OF ACCOUNTS
$0 - $1,000,000
NEXT $500,000
NEXT $500,000
AMOUNTS OVER $2,000,000
1.00%
0.75%
0.50%
0.25%