Jason Ball is a CFP-designated registered investment advisor at Ball & Company, based in Brentwood, TN, with 27 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 154 clients with $200M 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 - $1000K | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $7.0M | 0.65% |
| $7.0M - $8.0M | 0.60% |
| $8.0M - $9.0M | 0.55% |
| $9.0M - $10.0M | 0.50% |
| $10M+ | 0.00% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
Brentwood, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ball & Company
Previous Registrations
Linsco/private Ledger CORP.
State Registrations2 states
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