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foundations",[1026],{"type":129,"attrs":1027},{"color":773},{"type":869,"content":1029},[1030],{"type":18,"attrs":1031,"content":1032},{"textAlign":34},[1033],{"text":1034,"type":22,"marks":1035},"Risk management and insurance planning coordination",[1036],{"type":129,"attrs":1037},{"color":773},{"type":869,"content":1039},[1040],{"type":18,"attrs":1041,"content":1042},{"textAlign":34},[1043],{"text":1044,"type":22,"marks":1045},"Oversight of outside investment managers, including selection, evaluation, and ongoing monitoring",[1046],{"type":129,"attrs":1047},{"color":773},{"type":869,"content":1049},[1050],{"type":18,"attrs":1051,"content":1052},{"textAlign":34},[1053],{"text":1054,"type":22,"marks":1055},"Family office advisory and administrative support for complex, multi-entity family structures",[1056],{"type":129,"attrs":1057},{"color":773},{"type":764,"attrs":1059,"content":1060},{"level":766,"textAlign":34},[1061],{"text":1062,"type":22,"marks":1063},"What are the pros and cons of Ballentine Partners?",[1064,1066],{"type":129,"attrs":1065},{"color":773},{"type":38},{"type":18,"attrs":1068,"content":1069},{"textAlign":34},[1070],{"text":1071,"type":22,"marks":1072},"Ballentine Partners is structured as a high-touch, advisor-led service for clients with complex financial needs. ",[1073],{"type":129,"attrs":1074},{"color":773},{"type":18,"attrs":1076,"content":1077},{"textAlign":34},[1078],{"text":1079,"type":22,"marks":1080},"Its primary strengths and weaknesses stem from this personalized approach, which contrasts with the lower costs and higher minimums of automated platforms.",[1081],{"type":129,"attrs":1082},{"color":773},{"type":18,"attrs":1084,"content":1085},{"textAlign":34},[1086],{"text":1087,"type":22,"marks":1088},"Here are the key pros and cons of working with Ballentine Partners.",[1089],{"type":129,"attrs":1090},{"color":773},{"type":18,"attrs":1092,"content":1093},{"textAlign":34},[1094],{"text":1095,"type":22,"marks":1096},"Pros of Ballentine Partners:",[1097,1099],{"type":129,"attrs":1098},{"color":773},{"type":38},{"type":866,"content":1101},[1102,1118,1134,1150,1166,1182],{"type":869,"content":1103},[1104],{"type":18,"attrs":1105,"content":1106},{"textAlign":34},[1107,1113],{"text":1108,"type":22,"marks":1109},"Advisor-led, customized service: ",[1110,1112],{"type":129,"attrs":1111},{"color":773},{"type":38},{"text":1114,"type":22,"marks":1115},"Clients work with experienced advisors, enabling tailored advice for complex situations involving trusts, private companies, and foundations.",[1116],{"type":129,"attrs":1117},{"color":773},{"type":869,"content":1119},[1120],{"type":18,"attrs":1121,"content":1122},{"textAlign":34},[1123,1129],{"text":1124,"type":22,"marks":1125},"Integrated planning approach:",[1126,1128],{"type":129,"attrs":1127},{"color":773},{"type":38},{"text":1130,"type":22,"marks":1131}," Investment management is coordinated with other financial areas, including cash flow, tax strategy, estate planning, and charitable giving.",[1132],{"type":129,"attrs":1133},{"color":773},{"type":869,"content":1135},[1136],{"type":18,"attrs":1137,"content":1138},{"textAlign":34},[1139,1145],{"text":1140,"type":22,"marks":1141},"Broad investment access: ",[1142,1144],{"type":129,"attrs":1143},{"color":773},{"type":38},{"text":1146,"type":22,"marks":1147},"Portfolios can include a wide range of public and private investments, such as private equity, venture capital, and real estate.",[1148],{"type":129,"attrs":1149},{"color":773},{"type":869,"content":1151},[1152],{"type":18,"attrs":1153,"content":1154},{"textAlign":34},[1155,1161],{"text":1156,"type":22,"marks":1157},"Flexible management options: ",[1158,1160],{"type":129,"attrs":1159},{"color":773},{"type":38},{"text":1162,"type":22,"marks":1163},"Clients can decide whether to grant the firm discretionary authority to implement investment decisions or to retain final approval.",[1164],{"type":129,"attrs":1165},{"color":773},{"type":869,"content":1167},[1168],{"type":18,"attrs":1169,"content":1170},{"textAlign":34},[1171,1177],{"text":1172,"type":22,"marks":1173},"Fee-only compensation:",[1174,1176],{"type":129,"attrs":1175},{"color":773},{"type":38},{"text":1178,"type":22,"marks":1179}," The firm is compensated directly by clients, not through commissions on product sales, which reduces certain conflicts of interest.",[1180],{"type":129,"attrs":1181},{"color":773},{"type":869,"content":1183},[1184],{"type":18,"attrs":1185,"content":1186},{"textAlign":34},[1187,1193],{"text":1188,"type":22,"marks":1189},"Diverse client experience: ",[1190,1192],{"type":129,"attrs":1191},{"color":773},{"type":38},{"text":1194,"type":22,"marks":1195},"The firm has a history of advising a wide range of clients, including senior executives, business owners, and multi-generational families.",[1196],{"type":129,"attrs":1197},{"color":773},{"type":18,"attrs":1199,"content":1200},{"textAlign":34},[1201],{"text":1202,"type":22,"marks":1203},"Cons of Ballentine Partners:",[1204,1206],{"type":129,"attrs":1205},{"color":773},{"type":38},{"type":866,"content":1208},[1209,1225,1241,1257,1273],{"type":869,"content":1210},[1211],{"type":18,"attrs":1212,"content":1213},{"textAlign":34},[1214,1220],{"text":1215,"type":22,"marks":1216},"High minimum requirements:",[1217,1219],{"type":129,"attrs":1218},{"color":773},{"type":38},{"text":1221,"type":22,"marks":1222}," The service is generally for families with at least $4 million in investable assets, making it inaccessible for many investors.",[1223],{"type":129,"attrs":1224},{"color":773},{"type":869,"content":1226},[1227],{"type":18,"attrs":1228,"content":1229},{"textAlign":34},[1230,1236],{"text":1231,"type":22,"marks":1232},"Higher cost structure: ",[1233,1235],{"type":129,"attrs":1234},{"color":773},{"type":38},{"text":1237,"type":22,"marks":1238},"Advisory fees are substantially higher than those of robo-advisors, reflecting the personalized nature of the service.",[1239],{"type":129,"attrs":1240},{"color":773},{"type":869,"content":1242},[1243],{"type":18,"attrs":1244,"content":1245},{"textAlign":34},[1246,1252],{"text":1247,"type":22,"marks":1248},"Not suitable for self-directed investors:",[1249,1251],{"type":129,"attrs":1250},{"color":773},{"type":38},{"text":1253,"type":22,"marks":1254}," Investors who prefer to manage their own portfolios or trade frequently may find the service more comprehensive than they need.",[1255],{"type":129,"attrs":1256},{"color":773},{"type":869,"content":1258},[1259],{"type":18,"attrs":1260,"content":1261},{"textAlign":34},[1262,1268],{"text":1263,"type":22,"marks":1264},"May be too complex for simple situations: ",[1265,1267],{"type":129,"attrs":1266},{"color":773},{"type":38},{"text":1269,"type":22,"marks":1270},"The family-office-style approach may be unnecessary for those with straightforward financial needs.",[1271],{"type":129,"attrs":1272},{"color":773},{"type":869,"content":1274},[1275],{"type":18,"attrs":1276,"content":1277},{"textAlign":34},[1278,1284],{"text":1279,"type":22,"marks":1280},"Risks of private investments: ",[1281,1283],{"type":129,"attrs":1282},{"color":773},{"type":38},{"text":1285,"type":22,"marks":1286},"Alternative investments, when utilized, can introduce illiquidity, valuation challenges, and additional layers of fees.",[1287],{"type":129,"attrs":1288},{"color":773},{"type":18,"attrs":1290,"content":1291},{"textAlign":34},[1292],{"text":1293,"type":22,"marks":1294},"The firm offers a deeply personalized service with broad planning integration, making it well-suited to families with substantial and complex wealth. However, its high minimums and comprehensive scope mean it is less aligned with investors seeking low-cost or self-directed solutions.",[1295],{"type":129,"attrs":1296},{"color":773},{"type":764,"attrs":1298,"content":1299},{"level":766,"textAlign":34},[1300],{"text":1301,"type":22,"marks":1302},"Ballentine Partners fees: how much does Ballentine Partners cost?",[1303,1305],{"type":129,"attrs":1304},{"color":773},{"type":38},{"type":18,"attrs":1307,"content":1308},{"textAlign":34},[1309],{"text":1310,"type":22,"marks":1311},"Ballentine Partners uses a premium, customized fee structure. Pricing is based on assets under management or a negotiated flat fee, with annual minimums that are significantly higher than mass-market advisory services.",[1312],{"type":129,"attrs":1313},{"color":773},{"type":18,"attrs":1315,"content":1316},{"textAlign":34},[1317],{"text":1318,"type":22,"marks":1319},"How Ballentine Partners charges fees",[1320,1322],{"type":129,"attrs":1321},{"color":773},{"type":38},{"type":18,"attrs":1324,"content":1325},{"textAlign":34},[1326],{"text":1327,"type":22,"marks":1328},"The firm’s primary source of revenue is advisory fees paid by clients. These arrangements are tailored to each client and generally use one of the following structures:",[1329],{"type":129,"attrs":1330},{"color":773},{"type":866,"content":1332},[1333,1349,1365],{"type":869,"content":1334},[1335],{"type":18,"attrs":1336,"content":1337},{"textAlign":34},[1338,1344],{"text":1339,"type":22,"marks":1340},"Asset-based fees: ",[1341,1343],{"type":129,"attrs":1342},{"color":773},{"type":38},{"text":1345,"type":22,"marks":1346},"A percentage of assets under management.",[1347],{"type":129,"attrs":1348},{"color":773},{"type":869,"content":1350},[1351],{"type":18,"attrs":1352,"content":1353},{"textAlign":34},[1354,1360],{"text":1355,"type":22,"marks":1356},"Flat annual fees:",[1357,1359],{"type":129,"attrs":1358},{"color":773},{"type":38},{"text":1361,"type":22,"marks":1362}," Typically renegotiated annually.",[1363],{"type":129,"attrs":1364},{"color":773},{"type":869,"content":1366},[1367],{"type":18,"attrs":1368,"content":1369},{"textAlign":34},[1370,1376],{"text":1371,"type":22,"marks":1372},"Project-based fees: ",[1373,1375],{"type":129,"attrs":1374},{"color":773},{"type":38},{"text":1377,"type":22,"marks":1378},"For consulting engagements with a defined scope.",[1379],{"type":129,"attrs":1380},{"color":773},{"type":18,"attrs":1382,"content":1383},{"textAlign":34},[1384],{"text":1385,"type":22,"marks":1386},"Asset-based fees for high-net-worth clients",[1387,1389],{"type":129,"attrs":1388},{"color":773},{"type":38},{"type":866,"content":1391},[1392,1402],{"type":869,"content":1393},[1394],{"type":18,"attrs":1395,"content":1396},{"textAlign":34},[1397],{"text":1398,"type":22,"marks":1399},"Standard tiered fee schedule ranges from 0.95% to 0.25% per year of AUM",[1400],{"type":129,"attrs":1401},{"color":773},{"type":869,"content":1403},[1404],{"type":18,"attrs":1405,"content":1406},{"textAlign":34},[1407],{"text":1408,"type":22,"marks":1409},"Minimum annual fee: $40,000",[1410],{"type":129,"attrs":1411},{"color":773},{"type":18,"attrs":1413,"content":1414},{"textAlign":34},[1415],{"text":1416,"type":22,"marks":1417},"Asset-based and flat fees for Family Office clients",[1418,1420],{"type":129,"attrs":1419},{"color":773},{"type":38},{"type":866,"content":1422},[1423,1433,1443],{"type":869,"content":1424},[1425],{"type":18,"attrs":1426,"content":1427},{"textAlign":34},[1428],{"text":1429,"type":22,"marks":1430},"Asset-based fees range from 0.60% to 0.10% per year.",[1431],{"type":129,"attrs":1432},{"color":773},{"type":869,"content":1434},[1435],{"type":18,"attrs":1436,"content":1437},{"textAlign":34},[1438],{"text":1439,"type":22,"marks":1440},"Fixed annual service fees are also available and typically range from $180,000 to $500,000, negotiated based on complexity.",[1441],{"type":129,"attrs":1442},{"color":773},{"type":869,"content":1444},[1445],{"type":18,"attrs":1446,"content":1447},{"textAlign":34},[1448],{"text":1449,"type":22,"marks":1450},"The minimum annual fee is $180,000.",[1451],{"type":129,"attrs":1452},{"color":773},{"type":18,"attrs":1454,"content":1455},{"textAlign":34},[1456],{"text":1457,"type":22,"marks":1458},"Clients may also incur other investment-related costs charged by third parties, such as mutual fund expense ratios, fees from private fund managers, and custodial fees.",[1459],{"type":129,"attrs":1460},{"color":773},{"type":764,"attrs":1462,"content":1463},{"level":766,"textAlign":34},[1464],{"text":1465,"type":22,"marks":1466},"What is Ballentine Partners’ minimum account size?",[1467,1469],{"type":129,"attrs":1468},{"color":773},{"type":38},{"type":18,"attrs":1471,"content":1472},{"textAlign":34},[1473],{"text":1474,"type":22,"marks":1475},"Ballentine Partners’ minimums are defined by minimum annual advisory fees rather than a single asset threshold. These fees effectively limit the service to clients with multi-million-dollar portfolios.",[1476],{"type":129,"attrs":1477},{"color":773},{"type":18,"attrs":1479,"content":1480},{"textAlign":34},[1481],{"text":1482,"type":22,"marks":1483},"Minimum requirements by client type",[1484,1486],{"type":129,"attrs":1485},{"color":773},{"type":38},{"type":18,"attrs":1488,"content":1489},{"textAlign":34},[1490],{"text":1491,"type":22,"marks":1492},"Instead of publishing a universal account minimum, Ballentine Partners sets minimum annual fees tied to each type of advisory relationship.",[1493],{"type":129,"attrs":1494},{"color":773},"article-rich-text",{"_uid":1497,"caption":12,"content":1498,"component":1516,"show_search":543,"paste_content":1517,"number_of_rows":1539,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"60fd3fba-20e9-4e2f-9e3f-bb82c129e700",{"tbody":1499,"thead":1509,"fieldtype":1515},[1500],{"_uid":1501,"body":1502,"component":1508},"4a8c3876-a4a6-495d-87d5-faef8cdd7b72",[1503,1506],{"_uid":1504,"value":12,"component":1505},"74341e83-34f9-45a1-888e-7268b8ead7fd","_table_col",{"_uid":1507,"value":12,"component":1505},"01453f04-d713-4183-8f8c-e923d5e186d1","_table_row",[1510,1513],{"_uid":1511,"value":12,"component":1512},"824c8032-734a-47e9-ae82-0c916def9e17","_table_head",{"_uid":1514,"value":12,"component":1512},"13e5a0c6-55ca-4700-be65-489f6ad6bbcd","table","article-table",{"type":15,"content":1518},[1519,1524,1529,1534],{"type":18,"attrs":1520,"content":1521},{"textAlign":34},[1522],{"text":1523,"type":22},"Client type\tFee structure\tMinimum requirement",{"type":18,"attrs":1525,"content":1526},{"textAlign":34},[1527],{"text":1528,"type":22},"High net worth clients\tAsset-based advisory fee\t$40,000 minimum annual fee",{"type":18,"attrs":1530,"content":1531},{"textAlign":34},[1532],{"text":1533,"type":22},"Family office clients\tAsset-based advisory fee\t$180,000 minimum annual fee",{"type":18,"attrs":1535,"content":1536},{"textAlign":34},[1537],{"text":1538,"type":22},"Family office clients\tFlat annual service fee\t$180,000–$500,000 per year, negotiated based on scope and complexity","10",{"_uid":1541,"data":1542,"component":1495},"a977e718-a10c-4fc5-a544-037fed2b4baa",{"type":15,"content":1543},[1544,1552,1561,1569,1578,1660,1669,1735,1744,1752,1760,1768,1776,1785,1793,1801,1809,1817,1826,1834,1842,1851,1859,1867,1875,1884],{"type":18,"attrs":1545,"content":1546},{"textAlign":34},[1547],{"text":1548,"type":22,"marks":1549},"While there is no formally published asset minimum, the firm notes that clients typically have between $4 million and $30 million in assets.",[1550],{"type":129,"attrs":1551},{"color":773},{"type":764,"attrs":1553,"content":1554},{"level":766,"textAlign":34},[1555],{"text":1556,"type":22,"marks":1557},"Who should choose Ballentine Partners?",[1558,1560],{"type":129,"attrs":1559},{"color":773},{"type":38},{"type":18,"attrs":1562,"content":1563},{"textAlign":34},[1564],{"text":1565,"type":22,"marks":1566},"Ballentine Partners Financial Advisory is best suited for high-net-worth families who desire ongoing, advisor-led wealth management with a high degree of customization.",[1567],{"type":129,"attrs":1568},{"color":773},{"type":18,"attrs":1570,"content":1571},{"textAlign":34},[1572],{"text":1573,"type":22,"marks":1574},"Ballentine Partners may work well for:",[1575,1577],{"type":129,"attrs":1576},{"color":773},{"type":38},{"type":866,"content":1579},[1580,1596,1612,1628,1644],{"type":869,"content":1581},[1582],{"type":18,"attrs":1583,"content":1584},{"textAlign":34},[1585,1591],{"text":1586,"type":22,"marks":1587},"High-net-worth families with complex finances: ",[1588,1590],{"type":129,"attrs":1589},{"color":773},{"type":38},{"text":1592,"type":22,"marks":1593},"The firm commonly serves clients with multi-million-dollar portfolios spread across various accounts, trusts, and private entities.",[1594],{"type":129,"attrs":1595},{"color":773},{"type":869,"content":1597},[1598],{"type":18,"attrs":1599,"content":1600},{"textAlign":34},[1601,1607],{"text":1602,"type":22,"marks":1603},"Families seeking long-term, advisor-led relationships: ",[1604,1606],{"type":129,"attrs":1605},{"color":773},{"type":38},{"text":1608,"type":22,"marks":1609},"The service is aligned with clients who prefer working closely with a dedicated wealth advisor over using automated tools.",[1610],{"type":129,"attrs":1611},{"color":773},{"type":869,"content":1613},[1614],{"type":18,"attrs":1615,"content":1616},{"textAlign":34},[1617,1623],{"text":1618,"type":22,"marks":1619},"Investors who want integrated financial planning: ",[1620,1622],{"type":129,"attrs":1621},{"color":773},{"type":38},{"text":1624,"type":22,"marks":1625},"The service combines investment management with broader planning for cash flow, retirement, taxes, and estates.",[1626],{"type":129,"attrs":1627},{"color":773},{"type":869,"content":1629},[1630],{"type":18,"attrs":1631,"content":1632},{"textAlign":34},[1633,1639],{"text":1634,"type":22,"marks":1635},"Clients interested in private investments:",[1636,1638],{"type":129,"attrs":1637},{"color":773},{"type":38},{"text":1640,"type":22,"marks":1641}," Portfolios can be structured to include private equity, venture capital, and other alternative strategies.",[1642],{"type":129,"attrs":1643},{"color":773},{"type":869,"content":1645},[1646],{"type":18,"attrs":1647,"content":1648},{"textAlign":34},[1649,1655],{"text":1650,"type":22,"marks":1651},"Family office and multi-generational clients:",[1652,1654],{"type":129,"attrs":1653},{"color":773},{"type":38},{"text":1656,"type":22,"marks":1657}," The service is designed for families navigating multi-generational wealth and succession planning.",[1658],{"type":129,"attrs":1659},{"color":773},{"type":18,"attrs":1661,"content":1662},{"textAlign":34},[1663],{"text":1664,"type":22,"marks":1665},"Who might not benefit as much:",[1666,1668],{"type":129,"attrs":1667},{"color":773},{"type":38},{"type":866,"content":1670},[1671,1687,1703,1719],{"type":869,"content":1672},[1673],{"type":18,"attrs":1674,"content":1675},{"textAlign":34},[1676,1682],{"text":1677,"type":22,"marks":1678},"Investors with smaller portfolios:",[1679,1681],{"type":129,"attrs":1680},{"color":773},{"type":38},{"text":1683,"type":22,"marks":1684}," The high minimum annual fees make the service inaccessible for those without substantial assets.",[1685],{"type":129,"attrs":1686},{"color":773},{"type":869,"content":1688},[1689],{"type":18,"attrs":1690,"content":1691},{"textAlign":34},[1692,1698],{"text":1693,"type":22,"marks":1694},"Hands-on or self-directed investors:",[1695,1697],{"type":129,"attrs":1696},{"color":773},{"type":38},{"text":1699,"type":22,"marks":1700}," Individuals who prefer managing their own portfolios will likely find the service more comprehensive than necessary.",[1701],{"type":129,"attrs":1702},{"color":773},{"type":869,"content":1704},[1705],{"type":18,"attrs":1706,"content":1707},{"textAlign":34},[1708,1714],{"text":1709,"type":22,"marks":1710},"Investors seeking low-cost or automated solutions:",[1711,1713],{"type":129,"attrs":1712},{"color":773},{"type":38},{"text":1715,"type":22,"marks":1716}," Clients focused on minimizing advisory costs may find better alignment with digital-first platforms.",[1717],{"type":129,"attrs":1718},{"color":773},{"type":869,"content":1720},[1721],{"type":18,"attrs":1722,"content":1723},{"textAlign":34},[1724,1730],{"text":1725,"type":22,"marks":1726},"Those with straightforward financial situations:",[1727,1729],{"type":129,"attrs":1728},{"color":773},{"type":38},{"text":1731,"type":22,"marks":1732}," The depth of the family-office-style approach may not be required for investors with simple needs.",[1733],{"type":129,"attrs":1734},{"color":773},{"type":764,"attrs":1736,"content":1737},{"level":766,"textAlign":34},[1738],{"text":1739,"type":22,"marks":1740},"Ballentine Partners: Is it secure?",[1741,1743],{"type":129,"attrs":1742},{"color":773},{"type":38},{"type":18,"attrs":1745,"content":1746},{"textAlign":34},[1747],{"text":1748,"type":22,"marks":1749},"Ballentine Partners is generally considered secure. ",[1750],{"type":129,"attrs":1751},{"color":773},{"type":18,"attrs":1753,"content":1754},{"textAlign":34},[1755],{"text":1756,"type":22,"marks":1757},"The firm is an SEC-registered investment adviser, which holds it to a fiduciary standard. It typically does not take custody of client assets directly.",[1758],{"type":129,"attrs":1759},{"color":773},{"type":18,"attrs":1761,"content":1762},{"textAlign":34},[1763],{"text":1764,"type":22,"marks":1765},"Client investments are generally held with independent third-party custodians, providing an important separation between advisory services and asset custody. ",[1766],{"type":129,"attrs":1767},{"color":773},{"type":18,"attrs":1769,"content":1770},{"textAlign":34},[1771],{"text":1772,"type":22,"marks":1773},"For information security, the firm maintains documented safeguards to protect client data, including restricted access to confidential information and secure network environments.",[1774],{"type":129,"attrs":1775},{"color":773},{"type":764,"attrs":1777,"content":1778},{"level":766,"textAlign":34},[1779],{"text":1780,"type":22,"marks":1781},"Ballentine Partners: Customer service",[1782,1784],{"type":129,"attrs":1783},{"color":773},{"type":38},{"type":18,"attrs":1786,"content":1787},{"textAlign":34},[1788],{"text":1789,"type":22,"marks":1790},"Ballentine Partners provides a relationship-driven, advisor-led customer service model. ",[1791],{"type":129,"attrs":1792},{"color":773},{"type":18,"attrs":1794,"content":1795},{"textAlign":34},[1796],{"text":1797,"type":22,"marks":1798},"The experience is shaped by the firm’s focus on long-term relationships with high-net-worth and family office clients.",[1799],{"type":129,"attrs":1800},{"color":773},{"type":18,"attrs":1802,"content":1803},{"textAlign":34},[1804],{"text":1805,"type":22,"marks":1806},"Clients work with a dedicated senior wealth advisor who serves as their primary point of contact, ensuring continuity. ",[1807],{"type":129,"attrs":1808},{"color":773},{"type":18,"attrs":1810,"content":1811},{"textAlign":34},[1812],{"text":1813,"type":22,"marks":1814},"Communication is typically handled through scheduled meetings, phone calls, and email, with the frequency tailored to each client’s preference.",[1815],{"type":129,"attrs":1816},{"color":773},{"type":764,"attrs":1818,"content":1819},{"level":766,"textAlign":34},[1820],{"text":1821,"type":22,"marks":1822},"Ballentine Partners: mobile app",[1823,1825],{"type":129,"attrs":1824},{"color":773},{"type":38},{"type":18,"attrs":1827,"content":1828},{"textAlign":34},[1829],{"text":1830,"type":22,"marks":1831},"Ballentine Partners does not provide its own mobile app. ",[1832],{"type":129,"attrs":1833},{"color":773},{"type":18,"attrs":1835,"content":1836},{"textAlign":34},[1837],{"text":1838,"type":22,"marks":1839},"Clients access their account information through the online platforms of third-party custodians, while advisory services and planning are handled directly with their advisor.",[1840],{"type":129,"attrs":1841},{"color":773},{"type":764,"attrs":1843,"content":1844},{"level":766,"textAlign":34},[1845],{"text":1846,"type":22,"marks":1847},"Is Ballentine Partners worth it?",[1848,1850],{"type":129,"attrs":1849},{"color":773},{"type":38},{"type":18,"attrs":1852,"content":1853},{"textAlign":34},[1854],{"text":1855,"type":22,"marks":1856},"Whether Ballentine Partners is worth its cost depends on an investor’s wealth, complexity, and service expectations.",[1857],{"type":129,"attrs":1858},{"color":773},{"type":18,"attrs":1860,"content":1861},{"textAlign":34},[1862],{"text":1863,"type":22,"marks":1864},"For high-net-worth families and family office clients, the firm can be a strong fit. It offers a high degree of customization and integrates investment strategy with long-term financial planning. Clients who value a dedicated advisory relationship and require guidance across complex family and financial structures may find the service justifies its premium fees.",[1865],{"type":129,"attrs":1866},{"color":773},{"type":18,"attrs":1868,"content":1869},{"textAlign":34},[1870],{"text":1871,"type":22,"marks":1872},"However, the firm is not a good fit for everyone. Investors seeking low-cost automated investing, self-directed trading capabilities, or app-based tools will find the service more comprehensive and costly than necessary.",[1873],{"type":129,"attrs":1874},{"color":773},{"type":764,"attrs":1876,"content":1877},{"level":766,"textAlign":34},[1878],{"text":1879,"type":22,"marks":1880},"Get expert financial advice",[1881,1883],{"type":129,"attrs":1882},{"color":773},{"type":38},{"type":18,"attrs":1885,"content":1886},{"textAlign":34},[1887,1892,1902],{"text":1888,"type":22,"marks":1889},"If you're seeking professional financial advice, Unbiased can ",[1890],{"type":129,"attrs":1891},{"color":773},{"text":1893,"type":22,"marks":1894},"match you with a financial advisor",[1895,1898,1900],{"type":31,"attrs":1896},{"href":1897,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://v2.unbiased.com/inquiry/financial-advisor/primary-areas",{"type":129,"attrs":1899},{"color":773},{"type":1901},"underline",{"text":1903,"type":22,"marks":1904}," who will help you manage your money and maximize your investments.",[1905],{"type":129,"attrs":1906},{"color":773},[1908],{"_uid":1909,"image":1910,"title":1915,"subtitle":12,"component":1933,"breadcrumbs":558},"7258534c-6542-4ae2-bfde-cd263bf80204",{"id":1911,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1912,"copyright":12,"fieldtype":1913,"meta_data":1914,"is_external_url":543},148452950968841,"https://a.storyblok.com/f/185166/1536x1024/6c6158d224/ballentine-partners-review.png","asset",{},{"type":15,"content":1916},[1917],{"type":18,"attrs":1918,"content":1919},{"textAlign":34},[1920,1928],{"text":1921,"type":22,"marks":1922},"Ballentine Partners",[1923,1925],{"type":129,"attrs":1924},{"color":773},{"type":25,"attrs":1926},{"class":1927},"primary-gradient",{"text":1929,"type":22,"marks":1930}," 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She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors/rachel-carey",[],"024abff2-15a6-4099-8ba2-25c01abe42e8",[],"app-article",[],[],"This Ballentine Partners review examines the firm’s advisor-led wealth management services, fee structure, minimum requirements, and suitability for high-net-worth and family office clients.",[],"ballentine-partners-review","discover/financial-advice/ballentine-partners-review",-5610,[],365590167,"21e5dc6e-cd3b-44f0-a0df-0228931b4de7","2026-02-24T11:44:25.990Z",[],{"left":727,"top":727,"width":2014,"height":2014,"rotate":727,"vFlip":543,"hFlip":543,"body":2015},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",[2017,2020,2021],{"title":2018,"exact":558,"href":2019},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":2022,"disabled":558},"/discover/financial-advice/ballentine-partners-review",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2024},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1775291173498]