Ball Wealth Management offers investment advice and portfolio management, including reviewing client goals, recommending asset allocation strategies using mutual funds and exchange-traded funds, and preparing written investment strategies. They also provide financial planning consulting services, including risk assessment, investment planning, estate planning, and financial organization. Ball Wealth Management uses Savant Wealth Management for trade processing, fee collection, report preparation, marketing assistance, research, and access to certain funds and investment strategies.
Fee Structure
Ball Wealth Management charges a percentage of your portfolio's value each year, in addition to fees charged by Savant Wealth Management. The total annual fee you'll pay is the sum of Ball Wealth Management's fee and Savant Wealth Management's fee. Ball Wealth Management's fees are:
- $150,000 - $1,000,000: 0.75% per year
- $1,000,001 - $3,000,000: 0.60% per year
- $3,000,001 - $5,000,000: 0.525% per year
- Above $5,000,000: 0.35% per year
Savant Wealth Management's fees are:
- $150,000 - $1,000,000: 0.50% per year
- $1,000,001 - $3,000,000: 0.40% per year
- $3,000,001 - $5,000,000: 0.225% per year
- Above $5,000,000: 0.15% per year
Fees are calculated and billed quarterly based on the value of your account at the end of the previous quarter. Ball Wealth Management may negotiate alternative fees.