Balanz

**Balanz Advisors LLC** Balanz Advisors LLC, also known as BALANZ, is an investment adviser registered with the SEC, located in Coral Gables, Florida. The firm was established in September 2021 and is part of the Balanz Capital Group S.A., a financial services group operating in multiple countries. The firm offers discretionary and non-discretionary investment advisory services for domestic and foreign individuals, trusts, family offices, and institutions through separately managed accounts. Clients can customize the services based on their financial condition, risk tolerance, and goals. **Investment Discretion:** For discretionary clients, Balanz Advisors defines the appropriate investment strategy based on the client's profile and objectives. The firm has full discretionary authority to invest, reinvest, and deal with allocated assets without prior consultation. The investment strategy is implemented through a combination of investment products, with a disciplined and systematic decision process based on financial market analysis. **Fee Structure:** Balanz Advisors generally charges an annual advisory fee of 1.00% on assets under management. The firm may also charge performance-based compensation for discretionary clients. Advisory fees are payable quarterly based on the value of assets under management. Clients may also incur additional costs such as brokerage commissions, transaction fees, and custodian charges. **Minimum Initial Investment:** The firm typically requires a minimum of $100,000 to open and maintain an advisory account, but this requirement may be waived under certain circumstances. **Fiduciary Responsibility:** Balanz Advisors acts as a fiduciary, placing clients' interests ahead of personal interests. The firm's investment strategies cover various asset classes, including stocks, bonds, mutual funds, ETFs, and alternative investments, with a focus on risk management and client-specific goals. **Investment Philosophy:** The firm's investment strategies include long-term purchases, short-term purchases, trading, short sales, margin transactions, and option strategies. Clients can choose from different investment profiles based on their risk tolerance and financial objectives. For more detailed information, clients can request a complete copy of the Firm Brochure from Balanz Advisors LLC. Contact information is available on the firm's website or through direct communication with the firm.