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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-18-2021
- Office Locations
- 1
Office Locations
About Ballaster Financial
Ballaster Financial is a fee-only fiduciary wealth manager for working professionals with stock compensation, delivering holistic planning plus tax-aware investment management, employer-benefit optimization, and estate/risk planning. Portfolios are hand-built with efficiently differentiated holdings aligned to client goals. Founder Jay Lee brings nearly two decades of global Wall Street experience and holds both CFP and CFA designations. Custody at Schwab.
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Owner & Executives
Jay Lee
Chief Compliance Officer, FOUNDER
- CRD
- #4973447
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,831,814 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,831,814 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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