Good Balance Fp LLC

Overview

Good Balance Fp LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and selecting outside advisers when appropriate. It operates as a capital allocator, using third-party managers for some allocations, and charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The adviser does not self-identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives