About BALL WEALTH MANAGEMENT LLC
BALL WEALTH MANAGEMENT LLC is a highly reputable financial management firm that provides quality services to its clients. With years of experience in the industry, the company has established itself as a trusted name in the field of wealth management. Their team of financial experts use their extensive knowledge and skills to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice tailored to each client’s unique needs
- Assists with creating and implementing customized financial plans
- Offers a range of financial services to meet various needs and goals
- Regularly reviews and adjusts strategies to ensure clients’ financial goals are met
- Communicates openly and transparently with clients
Facts and Insights
BALL WEALTH MANAGEMENT LLC has a proven track record of successfully managing clients’ assets and helping them grow their wealth. Below are some key numbers that demonstrate their expertise and success in the industry:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
BALL WEALTH MANAGEMENT LLC offers a range of financial services to meet the diverse needs of its clients. Some of their services include:
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
Client Types
BALL WEALTH MANAGEMENT LLC caters to individuals, families, and businesses of all sizes. Their expert financial advisors have experience working with various types of clients, including:
- High-net-worth individuals
- Retirees
- Small business owners
- Professionals
- Entrepreneurs
Fees & Compensation
BALL WEALTH MANAGEMENT LLC charges a competitive fee based on a percentage of the client’s assets under management. They believe in transparent and fair compensation, without any hidden fees or commissions. This fee structure aligns their interests with those of the client, ensuring their success is tied to the client’s success.
Background
The company was founded by John Ball, a highly experienced and knowledgeable financial advisor with over 20 years of experience in the industry. He holds a Bachelor’s degree in finance and has numerous certifications and licenses, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). The entire team at BALL WEALTH MANAGEMENT LLC is committed to providing the highest level of service and expertise to their clients.
Financial Advisor Disclosures to Know
As a reputable financial management firm, BALL WEALTH MANAGEMENT LLC believes in transparency and open communication with their clients. While they have a clean record, it is important to note that they have no disclosures or disciplinary actions. This information can be verified through the SEC’s Investment Advisor Public Disclosure (IAPD) database.