Overview
- Headquarters
- Atlanta, GA
- Total Firm Assets
- $5.5 billion
- Average High-Net-Worth Client Portfolio Size
- $9.4 million
- Stated Minimum Account Size
- $5,000,000
Fee Disclosure
Source: BALENTINE FORM ADV 2A (2026-08-25) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 1.00% |
| $5,000,001 | $12,500,000 | 0.75% |
| $12,500,001 | $22,500,000 | 0.60% |
| $22,500,001 | $32,500,000 | 0.50% |
| $32,500,001 | $57,500,000 | 0.40% |
| $57,500,001 | $82,500,000 | 0.30% |
| $82,500,001 | $100,000,000 | 0.25% |
| $100,000,001 | $250,000,000 | 0.20% |
| $250,000,001 | and above | 0.15% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $50,000 | 1.00% |
| $10 million | $87,500 | 0.88% |
| $50 million | $286,250 | 0.57% |
| $100 million | $435,000 | 0.44% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 72.10%
- Number of High-Net-Worth Clients
- 426
- Total Client Accounts
- 3,447
- Discretionary Accounts
- 3,270
- Non-Discretionary Accounts
- 177
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 152511
- BALENTINE FORM ADV 2A (2026-08-25) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗