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 2 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts36ACCOUNTS
Average Account Value$208,210
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Roger Balser (CRD# 1396245) is an Investment Advisor Representative working at Balser Wealth Management, LLC in Avon, OH and has over 32 years of experience in the finance industry.