Bastion Balance Seoul Korea

Bastion Balance is a financial advisory firm based in Seoul, Korea, that offers wealth management, retirement planning, and estate services to a global clientele. The company combines professional experience and technology to provide tailored advice for preserving and growing wealth, targeting individuals and businesses seeking sophisticated financial stewardship.

Discretionary accounts are available to clients with a minimum of US$500,000 in assets under management, or for family accounts combined to US$1,000,000.

Regular portfolios operate on a commission basis, while discretionary accounts are fee-based. Non-discretionary accounts exceeding US$500,000 have the option to choose their compensation method.

Opening an account begins by speaking with an Investment Advisor and completing a New Account form.

The firm helps establish an investment plan based on personal goals, risk tolerance, and timeline. They also offer services such as retirement planning, estate planning, and tax sheltering strategies.

They welcome everybody, including individuals, families, and organizations, working with clients across a broad wealth spectrum.

The wealth management team has a broad mandate to select assets with attractive returns using a global approach to find risk-appropriate opportunities.

The business is located at 117, Namdaemun-ro, Da-dong Jung-gu, Seoul, Rep. of Korea, and can be reached at +822 2190 3735.

Clients can contact the firm at info@bastionbalance.com.

Reviewers highlight the team's professionalism, expertise, accessibility, and the value of their financial advice and guidance in helping clients achieve their financial goals.

The Trustburn rating is 4.2 out of 5 from 9 reviews, with the most recent review dated November 9, 2023.

The company's motto is 'Working today to fortify your future at Bastion Balance, we combine professional experience, technology and personal relationships to tailor sophisticated advice for our global clientele.'

The core mission is nurturing private wealth to ensure prosperity and security for clients by creating tailor-made wealth management plans for international individuals, families, and corporations.

Core values include integrity, long-sightedness, individuality, privacy and safety, quality services, innovation solutions, continuous improvements, operational excellence, and a commitment to adapting to every individual client.

They use a balanced approach to fortify the portfolio, securing a protective framework that enables superior returns while regularly reviewing progress against historical results.