Michael Ball
Michael Ball is a registered investment advisor at Cross State Financial Group LLC, based in Tempe, AZ, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 406 clients with $190M 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 $50K | 1.50% |
| $50K - $100K | 1.50% |
| $100K - $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Rates reflect the firm's standard tiered schedule. Michigan branch uses a separate schedule ranging from 1.25% down to 0.75%. Fees are negotiable.
Fee Estimator
Location
430 E. Southern Ave., Tempe, AZ, 85282
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an agent with Ball Financial Group since 1990, involved in insurance sales and service, and also sells non-variable insurance. He is also a trustee for the Michael and Cecilia Ball Trust and president of Ball Financial Group, LLC focusing on estate planning, and a member of A to Z Stamps, LLC.
Employment History
Current Registrations
Cross State Financial Group LLC
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Washington Square Securities, INC.Broker
The O.N. Equity Sales CompanyBroker
Jefferson Pilot Securities CorporationBroker
Franklin Financial Services CorporationBroker
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.
Exams
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