Advisor at South Lane Wealth Management LLC
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Firm
South Lane Wealth Management LLC
Location
Ringoes, NJ
Credentials
Series 63, Series 66
Industry experience
15 years
Donald Ballai is the principal of South Lane Wealth Management LLC in Ringoes, NJ, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has led South Lane Wealth Management since 2013. Outside of his advisory role, he manages South Lane Advisors LLC, a consulting firm assisting medical groups with business planning and financial matters, and is involved with Life's Essential Documents LLC and Apptitude LLC, companies focused on medical legal forms and healthcare applications respectively. South Lane Wealth Management LLC offers fee-based wealth and portfolio management services for individuals and small businesses, including pension consulting and 401(k) plan sponsorship. The firm employs a documented investment policy, discretionary management, and a combination of analytical strategies across various asset classes, while also providing institutional-type services such as monitoring pension plans and recommending plan service providers.
Based on South Lane Wealth Management LLC
Based on South Lane Wealth Management LLC
1.00% annually for Investment Supervisory Services; 0.75% annually for Multi-Employee 401k Fee
Fee-only: Fees are charged as a percentage of assets under management, no commissions accepted
Ringoes, NJ
New Jersey · Pennsylvania
South Lane Wealth Management LLC
2013 - Present (13 years)
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Is active or affiliated with:
Insurance agent
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Other specialized services
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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