Balser Wealth Management, LLC

Balser Wealth Management, LLC (CRD# 135788) is a financial advisory firm headquartered in , . They manage $7,495,561 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $208,210
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Balser Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Roger S. Balser
CRD#: 1396245
Avon, OH
68
Wealthminder
score

Roger Balser (CRD# 1396245) is an Investment Advisor Representative working at Balser Wealth Management, LLC in Avon, OH and has over 30 years of experience in the finance industry.

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