Advisor at Compound Value Advisers, LLC
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.
Firm
Compound Value Advisers, LLC
Location
Sparta, MI
Credentials
Series 65
Industry experience
16 years
Fixed fees for Financial Planning and Business Consulting & Appraisal services typically $2,500 - $10,000
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.70% annually $4,000,001 - $5,000,000: 0.50% annually $5,000,001+: Negotiable
$350 - $450 per hour for Business Consulting, Appraisal, and Financial Planning services
Fee-only: Fixed annual retainer fee typically $10,000 - $35,000 per year, charged quarterly; Financial Planning fixed fees typically $2,500 - $10,000; Business Consulting & Appraisal fixed fees typically $2,500 - $10,000; Hourly fees $350 - $450 per hour
Exit Strategies Group Inc.
2013 - 2019 (6 years)
Compound Value Advisers, LLC
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Rockford, MI
Edward Jones
Series 63, Series 65
Rockford, MI
Fidelity
Kelly Ballor is the Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2018. She has been with Fidelity Investments since 2012, progressing through positions including Financial Consultant and Investment Representative. Kelly focuses on building customized financial plans by gaining a deep understanding of her clients and their family systems. Her approach emphasizes developing lifetime relationships and leveraging the resources of Fidelity to help clients work toward their definitions of financial success. She holds insurance licenses in Arkansas and California. Outside of her professional work, Kelly's interests include boating, cooking and baking, kayaking, movies, traveling, and yoga.
CFP®, Series 63, Series 66
Grand Rapids, MI
Edward Jones
CFP®, Series 66
Grand Rapids, MI
Edward Jones
Series 63, Series 66
Grand Rapids, MI
Edward Jones
CFP®, Series 66
Comstock Park, MI
Edward Jones
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