Ball & Company Wealth Management offers financial planning, consulting, and investment management services. They work with clients to create financial plans covering business, investments, insurance, retirement, education, estate planning, and taxes. Ball & Company manages investments in mutual funds, exchange-traded funds, individual stocks and bonds, and variable annuities. They tailor their advice to each client's individual needs and goals.
Assets Under Management$200M
Clients154
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $7.0M | 0.65% |
| $7.0M - $8.0M | 0.60% |
| $8.0M - $9.0M | 0.55% |
| $9.0M - $10.0M | 0.50% |
| $10M+ | 0.00% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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