Balter, Laurence I (Fox Island)

Balter, Laurence I provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Balter, Laurence I: assets under management

The assets under management (AUM) of Balter, Laurence I is $42 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $26 million in discretionary accounts and $16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $577.78 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.6 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Balter, Laurence I for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fox Island

The principal office where Balter, Laurence I performs its advisory services is located at 182 Island Blvd. Fl, Fox Island, WA 98333, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 253-303-0164 or by fax 877-596-5405. The normal business hours are 0900-1700 on Monday - Friday. You can find more information about the New York firm at www.balterwealthmanagement.com.

Registered investment advisers similar to Balter, Laurence I

• Balter Wealth Management
• Tcg Asset Management
• Snow Asset Management
• Bell Strategic Investments
• Capital Management Partners
• Kellett Schaffner Wealth Advisors
• Stock Traders Daily
• Red Rock Wealth Management
• Cr Investment Advisors
• Tp Investment Advisory Services
• Tyras, Fraasa & Associates
• Bartolf Wealth Advisors
• Michael Snow D/B/A Snow Financial Management
• Rigg Wealth Management
• Hanley Capital Management