Ballew Advisors provides ongoing investment management and retirement plan consulting for individuals, families, and businesses. Ballew Advisors builds personalized investment strategies based on your specific goals, time horizon, risk tolerance, and tax situation, managing your portfolio on a discretionary basis—meaning they make trades on your behalf without needing approval for every single transaction. The firm primarily recommends mutual funds, exchange-traded funds, individual stocks and bonds, government securities, and certificates of deposit. In addition to investment management, Ballew Advisors offers limited financial planning and Social Security consulting, covering topics like income taxes, insurance, estate planning, retirement, and children's education. Ballew Advisors also helps business sponsors manage their pension, profit-sharing, and 401(k) retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for assets over $5,000,000 are negotiable. Ballew Advisors retains discretion to negotiate alternative fees based on client complexity, assets, and other factors.