Miles Ball
Miles Ball is a registered investment advisor at Osaic Wealth, INC., based in Mobile, AL, with 39 years of industry experience. Miles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
851 East I-65 Service Rd. S., Suite #402, Mobile, AL, 36606-3190
Get directionsHistory
Regulatory History (1)
Civil
June 1998Other Business ActivitiesSells Insurance
Miles is a Senior Partner at Wealth Management Consultants LLC, a registered investment advisor, offering investment advisory and financial planning services. He is also licensed to sell various insurance products, including life, health, and annuities, and dedicates minimal time as a volunteer poll inspector for elections in Mobile County.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Wealth Management Consultants, LLC
Previous Registrations
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
American Express Financial Advisors INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.