Julian Ball
Advisor at Ball Wealth Management 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.
Advisor at Ball Wealth Management 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
Ball Wealth Management LLC
Location
Owings, MD
Credentials
CFA®, Series 63, Series 65
Industry experience
4 years
Julian Ball is the principal of Ball Wealth Management LLC in Owings, MD, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 3 years of industry experience and has operated his independent advisory firm since 2004. Ball Wealth Management LLC is a single-advisor registered investment adviser providing discretionary portfolio management to individuals and various institutional clients, including qualified retirement plans, trusts, and corporate pension plans. The firm uses fundamental analysis and a long-term buy-and-hold investment approach, with continuous portfolio monitoring and customized investment policy statements for each client.
$0 - $500,000: 1.2% annually $500,001 - $1,000,000: 0.9% annually $1,000,001 - $3,000,000: 0.8% annually $3,000,001 - $8,000,000: 0.6% annually $8,000,001+: 0.5% annually
Account minimum: $200,000 Minimum fee: $2,000 annually, fees may be negotiable Fee-only: Fee-only basis for portfolio management
Owings, MD
Maryland
Ball Wealth Management LLC
2004 - Present (22 years)
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