Karl Byrd is a CFP-designated registered investment advisor at Ballew Advisors INC, based in Jackson, MS, with 46 years of industry experience. Karl 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
Get directionsHistory
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
Karl is the Vice-President and Board Member of Security Ballew, Inc. and S B Holding Company, Inc., and also serves as Vice-President & Insurance Agent for BIA, Inc. He dedicates about half of his time to Ballew Advisors, Inc. and a few hours per week to Ballew Investments, Inc., River Road, LLC, and Squirrel Branch, LP.
Employment History
Current Registrations
Ballew Advisors INC
Previous Registrations
Choices INC
Ballew Investments, INC.Broker
Investment Management & Research, INCBroker
Nel Equity Services CorporationBroker
State Registrations1 state
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