Advisor at Balance Financial Services, Inc.
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Firm
Balance Financial Services, Inc.
Location
Barrington, IL
Credentials
CFP®, Series 65
Industry experience
28 years
Kevin Seibert is a CFP® and Series 65 credentialed financial advisor with 28 years of industry experience. He has been with Balance Financial Services, Inc. in Barrington, IL since 1988. Balance Financial Services is an independent firm providing personalized, fee-only investment management and financial planning to individuals and profit-sharing plans. The firm manages approximately $10.7 million in client assets using a strategic core-and-satellite asset allocation with a focus on no-load mutual funds and non-discretionary portfolio management.
Based on Balance Financial Services, Inc.
$0 - $1,000,000: 0.65% $1,000,000+: 0.50%
Account minimum: $250,000 Minimum fee: Minimum annual fee of $1,625; if account falls below $250,000, minimum annual fee of $1,200 is charged Fee-only: Fee-only investment management; no commissions or third party compensation accepted
Barrington, IL
Illinois
Balance Financial Services
1988 - Present (38 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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