Ball & Company's Form ADV discloses 1.50% on the first $500,000, 1.25% on the next $500,000, 0.90% on the next $1 million, 0.85% on the next $1 million, 0.80% on the next $1 million, 0.75% on the next $1 million, 0.70% on the next $1 million, 0.65% on the next $1 million, 0.60% on the next $1 million, 0.55% on the next $1 million, 0.50% on the next $1 million, and negotiable rates above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #133950), Ball & Company is subject to fiduciary duty under federal law.
Ball & Company serves 58 high-net-worth clients according to their SEC filing dated February 4, 2026. View client details ↓
According to their SEC Form ADV, Ball & Company offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Ball & Company manages $203 million in client assets according to their SEC filing dated February 4, 2026.
According to their SEC Form ADV, Ball & Company serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓