Overview
- Headquarters
- Waltham, MA
- Total Firm Assets
- $15.3 billion
- Average High-Net-Worth Client Portfolio Size
- $43.4 million
- Stated Minimum Account Size
- $4,000,000
Recent Rankings
Barron's 2025:
52
Barron's 2024:
47
Fee Disclosure
Source: BALLENTINE PARTNERS LLC (2026-03-24) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.95% |
Stated Minimum Annual Fee: $40,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $47,500 | 0.95% |
| $10 million | $95,000 | 0.95% |
| $50 million | $475,000 | 0.95% |
| $100 million | $950,000 | 0.95% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 96.92%
- Number of High-Net-Worth Clients
- 342
- Total Client Accounts
- 7,401
- Discretionary Accounts
- 4,403
- Non-Discretionary Accounts
- 2,998
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 152802
- BALLENTINE PARTNERS LLC (2026-03-24) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗