Amy Amorosso is a CFP-designated registered investment advisor at Michael L. Ball, CPA, LLC, based in Dawsonville, GA, with 11 years of industry experience. Amy 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. Their firm serves 78 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ball Wealth Management charges a percentage of your portfolio's value each year, in addition to fees charged by Savant Wealth Management. The total annual fee you'll pay is the sum of Ball Wealth Management's fee and Savant Wealth Management's fee. Ball Wealth Management's fees are:
- $150,000 - $1,000,000: 0.75% per year
- $1,000,001 - $3,000,000: 0.60% per year
- $3,000,001 - $5,000,000: 0.525% per year
- Above $5,000,000: 0.35% per year
Savant Wealth Management's fees are:
- $150,000 - $1,000,000: 0.50% per year
- $1,000,001 - $3,000,000: 0.40% per year
- $3,000,001 - $5,000,000: 0.225% per year
- Above $5,000,000: 0.15% per year
Fees are calculated and billed quarterly based on the value of your account at the end of the previous quarter. Ball Wealth Management may negotiate alternative fees.
Location
300 Old Dawson Village Rd, Suite 120, Dawsonville, GA, 30534
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amy is a minority partner at Michael L. Ball, CPA, LLC, an accounting firm, and has been an employee since 2002. She spends nearly full-time on accounting services and about 10-20% of her time on investment services.
Employment History
Current Registrations
Michael L. Ball, CPA, LLC
State Registrations2 states
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