Erin Ballor is a registered investment advisor at Ryzome Investment Advisors, based in Okemos, MI, with 8 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 673 clients with $120M 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 | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Ryzome Investment Advisors may also charge an annual fixed fee of up to $10,000, and applies the lower of this fixed fee or the percentage fee. Fees may be negotiable based on relationship history, account composition, and other factors.
Fee Estimator
Location
4121 Okemos Rd, Suite 24, Okemos, MI, 48864
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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
Ryzome Investment Advisors
Previous Registrations
Ryzome Investment Advisors
Ryzome Investment Advisors
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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