Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: $4,000,000 for Ballentine Partners’ wealth management services for individual and family (High Net Worth) clients. Ballentine Partners’ own Form ADV Part 2A brochure states this figure directly, though the firm reserves some discretion to adjust it. At that minimum, Ballentine Partners’ own published fee schedule works out to $40,000 a year.
The minimum, in the firm’s own words
“We generally (subject to exception at Ballentine’s discretion) serve families with at least $4 million of investment assets.”
On waivability: “We generally (subject to exception at Ballentine’s discretion) serve families with at least $4 million of investment assets.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| Ballentine Partners’ wealth management services for individual and family (High Net Worth) clients | $4,000,000 | $40,000 | Partially, at the firm’s discretion |
| Source: Form ADV Part 2A, March 17, 2026 | |||
Ballentine’s own $40,000-a-year minimum fee exceeds what 0.95% of the $4,000,000 minimum account would otherwise come to ($38,000), so the minimum fee, not the percentage rate, is what a new client at the minimum would actually pay.
Ballentine Partners’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $40,000 |
| $500,000 | $40,000 |
| $1,000,000 | $40,000 |
| $2,000,000 | $40,000 |
What else to know
Ballentine discloses a separate, higher minimum annual fee, $180,000 a year, for its Family Office client tier, a larger-mandate service distinct from the standard High Net Worth tier priced here.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Ballentine Partners’ own published fee schedule runs $40,000 a year; see the full dollar breakdown from Ballentine Partners’ own fee disclosure across several account sizes.
Comparing minimums across firms? See what it takes to open an account with CW Advisors.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- 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, quoting directly from Ballentine Partners’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.