Jason Ball
Advisor at Ball & Company
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jason Ball is a CFP® with 27 years of industry experience. He is a principal at Ball & Company, where he has worked since 2004, including its predecessor firm, REED & BALL, INC. The firm serves individual clients, high net worth households, corporations, and business entities by providing comprehensive financial planning, consulting, and discretionary investment management. Ball & Company manages approximately $203 million in assets and employs a wealth management approach that integrates planning with ongoing investment management across a variety of asset types.
Expertise
Based on Ball & Company
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
Fixed fees generally range from $3,500 to $10,000 for financial planning and consulting services
Under $499,999 - $499,999: 0.375% quarterly fee $500,000 - $999,999: 0.313% quarterly fee $1,000,000 - $1,999,999: 0.225% quarterly fee $2,000,000 - $2,999,999: 0.213% quarterly fee $3,000,000 - $3,999,999: 0.200% quarterly fee $4,000,000 - $4,999,999: 0.188% quarterly fee $5,000,000 - $5,999,999: 0.175% quarterly fee $6,000,000 - $6,999,999: 0.163% quarterly fee $7,000,000 - $7,999,999: 0.150% quarterly fee $8,000,000 - $8,999,999: 0.138% quarterly fee $9,000,000 - $9,999,999: 0.125% quarterly fee $10,000,000 and Above+: Negotiable quarterly fee
$200 to $250 per hour for financial planning and consulting services
Account minimum: $1,000,000 Fee-only: Fixed fees generally range from $3,500 to $10,000; hourly fees range from $200 to $250 per hour
Location
Brentwood, TN
Most active in
Jason B has reported serving >5 clients in these states in the last 12 months.
Tennessee · Texas
Work history
Ball and Company
2021 - Present (5 years)
Ball and Company fka REED & BALL, INC.
2004 - 2021 (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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