Ball Investments Corporation offers investment advice and manages portfolios for individuals and small businesses. Ball Investments aims to understand each client's unique situation, risk tolerance, and investment goals to create a suitable investment plan. Ball Investments operates on a discretionary basis, meaning they make investment decisions on your behalf. They focus on finding undervalued equity securities through methods like discounted cash flow and tangible book value analysis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable at the discretion of the manager. The annual fee of 2.00% of total assets under management is the maximum annual fee charged to any client and is a higher fee than what is normally charged in the industry. Similar advisory services may be obtained for less. Lower fees for comparable services may be available from other sources.