Alan Mccormick is a CFP-designated registered investment advisor at Ballew Advisors INC, based in Jackson, MS, with 19 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 971 clients with $1.3B 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 $150K | 2.00% |
| $150K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for assets over $5,000,000 are negotiable. Ballew Advisors retains discretion to negotiate alternative fees based on client complexity, assets, and other factors.
Fee Estimator
Location
100 Vision Drive, Suite 325, Jackson, MS, 39211
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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 →Other Business ActivitiesSells Insurance
Alan is an insurance agent at BIA, Inc. since 2006, selling and servicing fixed insurance products, dedicating a few hours per week. Alan also works as an investment advisor representative at Ballew Advisors, Inc. and at Ballew Investments, Inc. taking about half of his time and a few hours per week, respectively, and is involved with Ballew Wealth Management, LLC, spending minimal time.
Employment History
Current Registrations
Ballew Advisors INC
Previous Registrations
Ballew Investments, 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.
Exams
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