Jordan Ball is a registered investment advisor at Ball Investments Corporation, based in Yukon, OK, with 2 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 63 clients with $4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable at the discretion of the manager. The annual fee of 2.00% of total assets under management is the maximum annual fee charged to any client and is a higher fee than what is normally charged in the industry. Similar advisory services may be obtained for less. Lower fees for comparable services may be available from other sources.
Fee Estimator
Location
Yukon, OK
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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.
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Jordan is employed by Paycom Payroll LLC, assisting clients with payroll matters.
Employment History
Current Registrations
Ball Investments Corporation
State Registrations4 states
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.