Balopole Investment Management Corporation fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Additional services are available at $150 per hour, and clients are always informed in advance if hourly charges are to be incurred.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Balopole Investment Management Corporation bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients are billed in arrears each calendar quarter.”
• “Clients may elect to be billed directly for fees or to authorize BIMC to directly debit fees from client accounts.”
• “Management fees are prorated for each capital contribution and withdrawal made during the applicable calendar quarter (with the exception of de minimis contributions and withdrawals).”

How Balopole Investment Management Corporation’s fees compare

• Its hourly rate of $150 is below the California median of $300. 4% of the 932 other California planners that publish an hourly rate charge less.
• None of the 11 other planners in San Mateo that publish an hourly rate charge less.

About Balopole Investment Management Corporation

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2000 (26 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.25% a year

Clients

34

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$31,777,511

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

135621

Website

balopole.com (opens in new tab)

Phone

(650) 574-1307

Other planners in San Mateo that publish fees

• Banyan Lake Capital LLCSan Mateo$225/hr
• Barson Financial PlanningSan Mateo$500⁠-⁠$5,000
• Bixy Wealth LLCSan Mateo$250/hr, $1,000⁠-⁠$10,000
• Bucher Wealth AdvisorsSan Mateo$2,500
• Caregen Wealth ManagementSan Mateo$450/hr, $900⁠-⁠$10,000/qtr
• Chen Financial Group, LLCSan Mateo$300⁠-⁠$500/hr, $4,500⁠-⁠$15,000

Compare all 22 planners in San Mateo