How does the advisor help clients – Key Takeaways:
As a well-established financial firm, BALL & COMPANY provides expert financial advice and guidance to a wide range of clients. They offer personalized services and strive to help their clients achieve their financial goals. Here are some key takeaways about how BALL & COMPANY can assist their clients:
- Offering a variety of financial services, including retirement planning, investment management, and tax planning
- Working with clients to develop personalized financial plans based on their individual goals and risk tolerance
- Providing ongoing support and guidance to help clients navigate the constantly changing financial landscape
Facts and Insights
BALL & COMPANY has been in business for over 20 years, and in that time, they have gained valuable insights and expertise in the financial industry. With a team of highly qualified advisors, they are able to offer top-notch financial services and advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2018 | $500 | 10 |
| 2017 | $450 | 8 |
| 2016 | $400 | 6 |
Financial Services Offered
BALL & COMPANY offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
Client Types
BALL & COMPANY caters to a diverse client base, including individuals, families, and small businesses. They work with clients of all ages and financial backgrounds, providing tailored solutions to meet their unique needs.
Fees & Compensation
BALL & COMPANY is a fee-only financial advisory firm, meaning they do not receive any commissions or compensation from third parties. This allows them to provide unbiased advice and recommendations to their clients. They may charge a percentage of assets under management, an hourly rate, or a flat fee for their services.
Background
BALL & COMPANY was founded in 1998 by John Ball, a seasoned financial advisor with over 25 years of experience in the industry. Since its inception, the firm has grown to include a team of highly qualified advisors and has become a trusted name in the financial world.
Financial Advisor Disclosures to Know
As with any financial firm, it is important for clients to be aware of any potential conflicts of interest or disclosures. Some important disclosures to know about BALL & COMPANY include:
- They are a registered investment advisor with the Securities and Exchange Commission.
- They have a fiduciary responsibility to act in the best interest of their clients.
- They may receive compensation from third parties in certain situations, but this will always be disclosed to the client.
- They have no legal or disciplinary actions on record.