A complete list of active advisors currently associated with Balai Lagai Wealth Management

Warmer can help you find a great advisor at Balai Lagai Wealth Management or one who fits your needs even better.

Balai Lagai Wealth Management is a registered investment adviser that currently reports no assets under management and states its intended clients are individuals and high‑net‑worth individuals. The firm offers discretionary portfolio management, prepares written investment policy statements for each client, and provides ongoing portfolio monitoring and trade execution authority. The adviser combines multiple methods of analysis — including fundamental, quantitative, technical/charting, cyclical analysis and modern portfolio theory — and pursues long‑term and short‑term trading as well as options strategies. It operates on a discretionary basis, requires clients to use specified custodians (Schwab Institutional or Fidelity Brokerage Services), and may charge both asset‑based fees and performance‑based fees to qualified clients subject to a high‑water mark. Distinctive features for a single‑person, newly formed firm include a very broad permissible investment universe (equities, fixed income, ETFs including precious metal ETFs, TIPS, REITs, annuities, commodities, private placements and venture capital) and the use of higher‑risk tactics such as uncovered options. The brochure also discloses operational choices that differ from many peers — the firm does not aggregate block trades for multiple client accounts, limits clients to certain custodians, and may receive research or services from custodians (soft‑dollar benefits).

To learn more about the advisors currently working at Balai Lagai Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.