Firm
Balopole Investment Management
San Mateo, California
Fee-only
Balopole Investment Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 34 individual clients, 21 of them high net worth.
- Its average account is about $435,000 (assets it manages divided by its 73 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Mateo, California |
|---|---|
| Website | balopole.com |
| Phone | (650) 574-1307 |
Balopole Investment Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $250,000 |
| How it charges | Percentage of assets |
In the firm's words
"Our fees are 1% of assets under management per annum billed quarterly at 0.25%." source
"The minimum account balance to become a client is $250,000." source
"Our fees are 1% of assets under management per annum billed quarterly at 0.25%." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $32 million |
| Individual clients | 13 |
| High-net-worth clients | 21 |
| Accounts managed | 73 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 135621 |