It’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.