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Miranda Eisele

Advisor at Ball & Company

Updated today
Ball & Company logo

Firm

Ball & Company

Location

Cheyenne, WY

Credentials

CFP®, Series 63, Series 65

Industry experience

13 years

About

Miranda Eisele is a CFP® with 13 years of industry experience, currently serving as an advisor at Ball & Company since 2021. She previously worked at Ball and Company fka REED & BALL, INC. from 2012 to 2021. Ball & Company Wealth Management provides comprehensive financial planning, consulting, and discretionary investment management to individual clients, including high net worth households, as well as corporations and other business entities. The firm manages approximately $203 million in assets and employs a combined approach of fundamental, technical, and cyclical analysis across a diverse range of investment vehicles.

Client services

Based on Ball & Company

Financial planning Portfolio management Pension consulting

Expertise

Based on Ball & Company

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Private / alternative investments

Occupation focus

Based on Ball & Company

Founder/Business Owner

Fee options

Fixed

Fixed fees generally range from $3,500 to $10,000 for financial planning and consulting services

Percentage

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

Project-based

$200 to $250 per hour for financial planning and consulting services

Other

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

Cheyenne, WY

Most active in

Wyoming

Work history

Ball & Company

2021 - Present (5 years)

Ball and Company fka REED & BALL, INC.

2012 - 2021 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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