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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 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 | 0.38% |
| $500K - $1000K | 0.31% |
| $1.0M - $2.0M | 0.23% |
| $2.0M - $3.0M | 0.21% |
| $3.0M - $4.0M | 0.20% |
| $4.0M - $5.0M | 0.19% |
| $5.0M - $6.0M | 0.17% |
| $6.0M - $7.0M | 0.16% |
| $7.0M - $8.0M | 0.15% |
| $8.0M - $9.0M | 0.14% |
| $9.0M - $10.0M | 0.13% |
| $10M+ | 0.13% |
Fees are negotiable for accounts over $10,000,000. Fees for accounts accepted below the minimum portfolio value are charged at 0.375%.
Fee Estimator
Location
Brentwood, TN
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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 →Employment History
Current Registrations
Ball & Company
Previous Registrations
Linsco/private Ledger CORP.
State Registrations2 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.
Exams
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