Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Ballentine Partners discloses a maximum, individually negotiated rate of 0.95% in its Form ADV Part 2A (March 17, 2026). Converted to dollars, that runs $40,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (March 17, 2026): “Our standard tiered fee schedule based on assets under management for services provided to High Net Worth clients ranges from 0.95% to 0.25% of the value of your portfolio, per annum, with a minimum annual fee of $40,000.”
Note: CRD 152802 is ACTIVE and SEC registered per a live IAPD lookup performed this session (isSECRegistered: Y, iaScope: ACTIVE). Ballentine’s own Part 1A filing, independently fetched and confirmed this session, states total regulatory assets under management of $15,316,738,538 across 7,401 accounts; a separate table in the Part 2A brochure gives a broader $34,188,583,457 figure for total client assets under advice, which includes assets the firm advises on but does not manage. The High Net Worth fee schedule discloses a minimum annual fee of $40,000 but no minimum account size; because average client relationships run into the tens of millions of dollars, the $40,000 minimum fee floors every balance priced here.
The published maximum: 0.95% per year.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $40,000 | 16.00% |
| $500,000 | $40,000 | 8.00% |
| $1,000,000 | $40,000 | 4.00% |
| $2,000,000 | $40,000 | 2.00% |
Ballentine’s brochure describes its High Net Worth fee schedule only as a declining range, from 0.95% at the smaller end of a portfolio down to 0.25% at the larger end, without publishing the underlying dollar breakpoints; the top of that range, 0.95%, is used here as the priced ceiling. At every balance shown, the disclosed $40,000 minimum annual fee exceeds the computed percentage amount, so the minimum is the figure actually charged in each case.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Ballentine Partners’s own published rate runs $40,000 a year.
Comparing Ballentine Partners against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
Explore an adviser match
Compare the services and the full fee before deciding whether to hire anyone.
- No fee to request a match
- No obligation to hire
Expect questions about your situation, your name, email and phone, and phone verification by text. A match is not guaranteed.
The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
Opens here. Nothing loads and nothing reaches Kapitalwise until you press the button.
How our partner relationships workCompare an adviser match before you decide
Ask about the full fee, what it covers and how the adviser is paid. A match is an introduction, not a recommendation from Clear Money Guide.
- Free matching service
- No obligation to hire
The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
Continue to WiserAdvisorOpens on WiserAdvisor’s site in a new tab.
Source: WiserAdvisor’s service descriptionSources
- Form ADV Part 2A (March 17, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024479
- SEC Investment Adviser Public Disclosure, Ballentine Partners, LLC (CRD #152802): https://adviserinfo.sec.gov/firm/summary/152802
- Ballentine Partners, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/152802/PDF/152802.pdf
Methodology. This page was built September 28, 2026, drawing on Ballentine Partners’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
How does this compare? See the annual fee on $500,000 at 165 advisory firms, each from the firm’s own filing.
Thinking about leaving Ballentine Partners instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full Ballentine Partners review.
Is Ballentine Partners a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Ballentine Partners’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Ballentine Partners against other options? See Ballentine Partners alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.