{"id":374,"date":"2026-01-29T20:20:31","date_gmt":"2026-01-29T19:20:31","guid":{"rendered":"https:\/\/balmontconseil.com\/?page_id=374"},"modified":"2026-08-26T18:45:22","modified_gmt":"2026-08-26T16:45:22","slug":"offres-tarifs","status":"publish","type":"page","link":"https:\/\/balmontconseil.com\/en\/a-propos\/offres-tarifs\/","title":{"rendered":"Offers &amp; Prices"},"content":{"rendered":"<p class=\"wp-block-paragraph\">There <a href=\"https:\/\/balmontconseil.com\/en\/gestion-de-patrimoine\/\">wealth management<\/a> It suffers from a long history of opacity. Between hidden commissions and entry fees that eat into your performance, it&#039;s often difficult to know what you&#039;re actually paying for, and above all, what added value you&#039;re getting. At Balmont Conseil, we&#039;ve chosen transparency: compensation is primarily based on consulting fees to guarantee complete objectivity.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Why choose an independent, fee-based wealth management advisor?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Investing internationally, structuring a holding company, or preparing for expatriation are not products that can be bought; they are strategies that must be built. <strong>fee of a financial advisor<\/strong> should not be a cost, but an investment with a measurable ROI.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As an ANACOFI-approved firm, we apply a &quot;net-net pricing&quot; policy: we seek mathematical efficiency by eliminating unnecessary intermediaries.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>1. Express Missions: One decision, one deliverable<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">For those who need a surgical solution to a specific problem.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AI Heritage Diagnosis (Free \u2013 3 min):<\/strong> A first quick analysis to identify your priority risk areas.<\/li>\n\n\n\n<li><strong>Complete Asset Assessment (360\u00b0 Audit) \u2014 \u20ac1,200:<\/strong> In 90 minutes, we conduct a civil, fiscal, economic and social audit of your situation.<\/li>\n\n\n\n<li><strong>Contract Audit (Life Insurance \/ Retirement Savings Plan \/ Real Estate Investment Trust) \u2014 \u20ac1,500 to \u20ac3,500:<\/strong> Analysis of your expenses, your allocations and corrective plan to boost your return.<\/li>\n\n\n\n<li><strong>Tax Optimization (Income Tax \/ Wealth Tax) \u2014 \u20ac1,500 to \u20ac6,000:<\/strong> A prioritized 12-month action plan to stop being a victim of your taxes.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>2. Our Annual Packages: Your strategic co-pilot<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The best way to secure your trajectory in the long term.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Services<\/strong><\/td><td><strong>Essential Pack<\/strong><\/td><td><strong>Privilege Package<\/strong><\/td><td><strong>Signature Pack<\/strong><\/td><td><strong>Heritage Pack<\/strong><\/td><\/tr><tr><td><strong>Profile<\/strong><\/td><td>First strategist<\/td><td>International Mobility<\/td><td>Pure Engineering<\/td><td>Family Office<\/td><\/tr><tr><td><strong>Follow up<\/strong><\/td><td>Annual<\/td><td>Semi-annual<\/td><td>Quarterly<\/td><td>Permanent<\/td><\/tr><tr><td><strong>Focus<\/strong><\/td><td>Taxation &amp; Investments<\/td><td>Lux Life Insurance &amp; SCPI<\/td><td>Holding &amp; Dismemberment<\/td><td>Inheritance Int&#039;le<\/td><\/tr><tr><td><strong>Annual Fee<\/strong><\/td><td><strong>1 200 \u20ac<\/strong><\/td><td><strong>3 000 \u20ac<\/strong><\/td><td><strong>\u20ac6,000 to \u20ac12,000<\/strong><\/td><td><strong>\u2265 \u20ac15,000<\/strong><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Which package is right for your situation?<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Essential :<\/strong> To lay the first bricks of a solid strategy without beginner mistakes.<\/li>\n\n\n\n<li><strong>Privilege :<\/strong> The mobility package. We secure your French assets while opening doors to international markets.<\/li>\n\n\n\n<li><strong>Signature :<\/strong> Complex engineering for managers (business transfer, deferral 150-0 B ter).<\/li>\n\n\n\n<li><strong>Legacy :<\/strong> We become the conductor of your fortune, coordinating your experts across multiple time zones.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>3. Premium &amp; Corporate Operations<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">High-intensity cases: sale, transfer, or structuring of company cash flow.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">THE <strong>price of our firm <a href=\"https:\/\/balmontconseil.com\/en\/gestion-de-patrimoine\/\">wealth management<\/a> international<\/strong> For these missions, a quote is established, following an analysis of the technical complexity and financial stakes (which can go up to \u20ac20,000\/year for Corporate structures).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Alexis&#039;s opinion:<\/strong> <em>\u00ab&quot;The cost of a wealth assessment is negligible compared to the price of inaction. A mistake in a beneficiary clause or a poor choice of tax residence often costs ten times more than our fees.&quot;\u00bb<\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Frequently Asked Questions (FAQ)<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">How is the fee of a wealth management advisor calculated?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At Balmont, the fee is a flat rate for advice (fees) and may include follow-up commissions for asset management, always with complete transparency.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Why pay fees if my bank is &quot;free&quot;?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Nothing is free. A bank makes money from the products it sells you. With us, you pay for impartial advice and an open architecture (access to the world&#039;s best funds).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Is the cost of a wealth assessment tax-deductible?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In certain corporate arrangements or in the case of property income management (LMNP), certain consulting fees may be integrated into the accounting management.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sources:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><em>Monetary and Financial Code \u2013 CIF Regulations.<\/em><\/li>\n\n\n\n<li><em>ANACOFI Member Booklet 2025.<\/em><\/li>\n\n\n\n<li><em>Guide to transparency of fees (AMF).<\/em><\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>La gestion de patrimoine souffre d&rsquo;une opacit\u00e9 historique. Entre les commissions cach\u00e9es et les frais d&rsquo;entr\u00e9e qui grignotent votre performance, il est souvent difficile de savoir ce que vous payez r\u00e9ellement, et<span class=\"excerpt-hellip\"> [\u2026]<\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"parent":73,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-374","page","type-page","status-publish","hentry"],"acf":[],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/pages\/374","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/comments?post=374"}],"version-history":[{"count":1,"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/pages\/374\/revisions"}],"predecessor-version":[{"id":1218,"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/pages\/374\/revisions\/1218"}],"up":[{"embeddable":true,"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/pages\/73"}],"wp:attachment":[{"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/media?parent=374"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}