BALLAST FINANCIAL ADVISORS, LLC
West Chester, Pennsylvania
Ballast Financial Advisors, LLC, headquartered in West Chester, PA, is a reputable local investment advisory firm with a strong presence in the financial industry. With a total of seven dedicated professionals on their team, five of whom specialize in providing top-notch investment advisory services, Ballast Financial Advisors has established itself as a trusted partner for individuals and employer 401K plans alike.
The firm manages a significant amount of assets, with an average of approximately $27,760,000 per investment advisor. In total, Ballast Financial Advisors oversees a substantial portfolio worth over $200,762,000, demo...
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Assets Under Mgmt
$200.76M
Investment Professionals
5
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Disclosures
SEC or CFTC violation of regulation or statutes
SEC or CFTC found you or an advisory affiliate caused an investment-related business to lose authorization
SEC or CFTC entered an order against you in connection to investment related activities
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Had investment related business activity restricted by federal regulatory agency
Found to have been involved in a violation of self-regulatory organizations rules
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This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.