Ballentine Partners
Asset Breakdown
| Total AUM | Total Accounts | Avg. Account AUM | |
|---|---|---|---|
| Discretionary | $2,094,644,266 | 1,246 | $1,681,095 |
| Non-discretionary | $1,526,239,777 | 1,251 | $1,220,016 |
| Total | $3,620,884,043 | 2,497 | $1,450,094 |
Staff
| Employees | 30 |
Clients
| High-net-worth individuals | 76-99% |
| Financial planning clients | N/A |
Clients
| High-net-worth client assets | Up to 75% |
Compensation
| Percentage of assets under management | Yes |
| Hourly charges | Yes |
| Subscription fees | No |
| Fixed fees | Yes |
| Commissions | No |
| Performance-based fees | No |
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
For more information about the RIA Data Center, please contact InvestmentNews Data.
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.
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