Life Balance Financial

Overview

Life Balance Financial is organized as a limited liability company with individual ownership. The firm identifies itself as a capital allocator and offers financial planning and the selection of other advisers as its primary advisory services. Its client fees are structured as a combination of a percentage of assets under management and fixed fees. FINTRX flags an affiliation with an insurance company and indicates the adviser is not an active ESG investor, is not registered as a multistate adviser, and is not positioned as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices