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Balter, Laurence Isaac (Fox Island)


Balter, Laurence Isaac is an investment adviser to an investment company based in Fox Island. It manages $47 million of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Hawaii, Nevada, and Washington.

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Balter, Laurence Isaac provides portfolio management for individuals and small businesses and portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Balter, Laurence Isaac: assets under management

The assets under management (AUM) of Balter, Laurence Isaac is $47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $391.67 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Balter, Laurence Isaac for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fox Island

The principal office where Balter, Laurence Isaac performs its advisory services is located at 182 Island Blvd. Fl, Fox Island, WA 98333 The mailing address of the firm is Po Box 695, Fox Island, WA 98333 0695. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 253-200-1849 or by fax 877-596-5405. The normal business hours are 0900-1700 on Monday - Friday. You can find more information about the New York firm at www.balterwealthmanagement.com.


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