Total Clarity

Ballheim FinancialIt’s important for you as an investor to understand how your advisor is compensated and to know every expense associated with your investments. At Ballheim Financial LLC, we charge a fixed percentage of the assets we manage for you.

This straightforward system is easy to understand, fully disclosed to you in writing, and provides a strong incentive for us to grow your assets. You never have to worry about conflicts of interests (commissions and/or perks from fund families) influencing the construction of our portfolios. We have Pure Independence from all outside influences.