ME
CFP
ME
CFP

Miranda Eisele

13 Years of Experience
Cheyenne, WY

Miranda Eisele is a CFP-designated registered investment advisor at Ball & Company, based in Cheyenne, WY, with 13 years of industry experience. Miranda 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
154 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$203.1M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.38%
$500K - $1000K0.31%
$1.0M - $2.0M0.23%
$2.0M - $3.0M0.21%
$3.0M - $4.0M0.20%
$4.0M - $5.0M0.19%
$5.0M - $6.0M0.17%
$6.0M - $7.0M0.16%
$7.0M - $8.0M0.15%
$8.0M - $9.0M0.14%
$9.0M - $10.0M0.13%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Cheyenne, WY

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ball & Company
October 2012 - Present · 14 yrs
State Registrations1 state
WY
Advisor

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
No exam information available for this advisor.
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