Blossom Balance LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,615,000
Clients
16
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
TypicalAverage account size
$350,938
About
Blossom Balance LLC provides investment advisory and financial planning services to individuals and high‑net‑worth clients, managing roughly $5.6 million for a small client base of about 16 households. The firm offers discretionary and non‑discretionary portfolio management, asset allocation among cash, stocks, mutual funds, bonds and annuities, and written investment strategies and plans.
Investment advice is tailored to each client’s objectives, time horizon, and risk tolerance and may incorporate asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies; managed account programs are offered under a comprehensive advisory arrangement. The firm highlights the tax implications of its strategies and advises clients to consult tax professionals as part of ongoing portfolio management.
Notably, the adviser is affiliated with an accounting and tax services firm under common ownership and may recommend those accounting and tax services, a relationship the brochure discloses as a potential conflict of interest and which the firm says clients are not required to accept. The practice also maintains a $1,000,000 account minimum, reflecting a focus on high‑net‑worth households rather than non‑HNW individual clients.
Client services
Financial planning
Portfolio management
Expertise
Annuities
General estate planning guidance
Fee options
Fixed fees for longer-term consulting projects range from $2,500 to $10,000 per project
$0 - $250,000: 2.00% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.85% $4,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%
$300 - $500 per hour
Account minimum: $1,000,000 Fee-only: Hourly fees range from $300 - $500 per hour; Fixed fees range from $2,500 to $10,000 per project
Main office location
Blossom Balance LLC
3292 Thompson Bridge Road, Suite 149
Gainesville GA 30506, United States
Number of offices
1
Most active in
Blossom Balance LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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