Ball Wealth Management (BWM) provides investment management services to individuals, retirement plans, trusts, and businesses. BWM works with clients to determine their investment objectives and risk profile, then designs a written investment policy statement. BWM monitors client portfolios and holds review meetings as necessary. Client assets are held at non-affiliated brokerages chosen by the client.
Assets Under Management$9.7M
Clients9
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$9.7M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $8.0M | 0.60% |
| $8M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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