Christopher Ballard
Christopher Ballard is a CFP-designated registered investment advisor at Ballard Wealth Management LLC, based in Clermont, FL, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management. Their firm serves 315 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
773 W Montrose St, Clermont, FL, 34711
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2003Regulatory
March 1990Other Business ActivitiesSells Insurance
Christopher is the owner/CEO of All Financial Advisory, LLC DBA Ballard Financial Group, where he sells health insurance, Medicare supplements, long-term care, annuities, and life insurance, dedicating nearly full-time hours to this role. He is also transitioning clients to Ballard Wealth Management LLC through AE Wealth Management.
Employment History
Current Registrations
Ballard Wealth Management LLC
Previous Registrations
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
Sicor Securities INCBroker
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
Allstate Financial Services, LLCBroker
Iac Securities, INC.Broker
Sii Investments, INC.Broker
Southern Capital Securities, INC.Broker
Thomas James Associates, INC.Broker
State Registrations1 state
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.