Balentine

Balentine LLC, established in 2009 and operational since January 4, 2010, is a majority employee-owned wealth management firm based in Atlanta, GA, and Raleigh, N.C. The firm offers tailored wealth management solutions for individuals, families, institutions, and entrepreneurs, focusing on fiduciary counsel to protect and grow clients' wealth. Balentine provides discretionary and non-discretionary advisory services, including wealth management, financial planning, investment management, sub-advisory services, family office services, and global tactical asset allocation. The firm's investment strategies combine active and passive solutions, utilizing third-party money managers, ETFs, and mutual funds. Balentine charges fees based on a percentage of assets under management, with a tiered fee schedule. The firm does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. Balentine has no disciplinary events to disclose and does not engage in principal transactions. The firm has custody of client assets through its role as the general partner of Private Funds. Balentine exercises investment discretion for client accounts, providing both discretionary and non-discretionary portfolio management services. Clients receive regular account reviews and reports, with the firm offering proxy voting services for client securities. Balentine's financial condition is stable, with no history of bankruptcy.