Sherry Mosley is a registered investment advisor at Ballew Advisors INC, based in Jackson, MS, with 16 years of industry experience. Sherry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 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 over $5,000,000 are negotiable. Discounts may be offered to family members and friends of associated persons.
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 Activities
Sherry is involved with Security Ballew, Inc. (aka Ballew Wealth Management), Ballew Advisors, Inc., and Ballew Investments, Inc., all wealth management companies. These activities take about 10-20% of her time, about a quarter of her time, and a few hours per week, respectively.
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.