Tamie Ball is a registered investment advisor at Xypn Invest, based in Sugar City, ID, with 4 years of industry experience. Tamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 705 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
XY Investment Solutions offers investment management services for a fee based on a percentage of your portfolio. The fee can be up to 1.5% per year. The specific fee is negotiable and detailed in your investment advisory agreement.
Location
453 Business Loop, Sugar City, ID, 83448
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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 ActivitiesSells Insurance
Tamie owns and founded Silver Spring Financial, a CPA practice involved in insurance and annuities sales, and college planning, dedicating nearly full-time hours to it. She is also a passive investor in farmland and residential real estate rental properties, spending minimal time on these activities.
Employment History
Current Registrations
Xypn Invest
Previous Registrations
Brookstone Wealth Advisors, LLC
Lifepro Asset Management
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.