Bastion Balance – FAQ
Do you provide discretionary account management services?
Yes. Discretionary accounts are available to clients with minimum US$500,000 assets under management, or family accounts combined to US$1,000,000.
How do I pay for your services? How are you compensated?
Regular portfolios are commission based. Discretionary accounts are fee-based. Non-discretionary accounts in excess of US$500,000 have the option to choose.
Are my investment returns guaranteed?
No. We mark long-term progress against historical results, and do regular reviews to ensure investment goals are consistent with your life, and investments are meeting your needs.
What services do you provide?
We provide holistic wealth management. This can include financial planning, portfolio management, retirement and estate planning, and tax sheltering strategies.
How would you describe a typical Bastion Balance client?
We welcome everybody. Individuals, families and organizations. Our advisors work with clients across a broad wealth spectrum.