Michael L. Ball, CPA, LLC

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Client assets under management

$84,284,850

Clients

37% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,080,575

About

Ball Wealth Management serves individual clients — including high-net-worth individuals — as well as corporations and other businesses. The firm offers discretionary portfolio management through an Advisor Services program with Savant Wealth Management, and also provides financial planning and tax preparation services.

Its investment approach emphasizes long-term, asset-allocation portfolios grounded in Modern Portfolio Theory and a belief in market efficiency; the adviser uses portfolio and allocation software and primarily employs passively managed mutual funds and ETFs. The firm works with clients to develop written investment policy statements, conducts periodic reviews, and delivers quarterly performance reports; new accounts generally carry a $150,000 minimum.

Noteworthy aspects include the firm’s affiliation with a CPA practice and the availability of tax-preparation services alongside investment management, enabling coordination of tax and investment matters. The adviser also leverages Savant’s platform for access to certain institutional-only funds and back-office services, maintains limited custody authority to deduct advisory fees, and operates as a small, three-advisor team managing roughly $86 million across about 78 client accounts.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

Fee options

Fixed

Financial planning services flat fee of $500, waived with asset management

Percentage

$150,000 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.60% $3,000,001 - $5,000,000: 0.525% $5,000,001+: 0.35%

Other

Account minimum: $150,000 Fee-only: Financial planning flat fee of $500 waived if client uses asset management services

Main office location

Michael L. Ball, CPA, LLC

400 Northridge Road, Suite 350

Atlanta GA 30350, United States

Number of offices

Most active in

Florida · Georgia · Louisiana

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 404-479-7890

Advisors at this firm

Kimberly B

Series 65

Atlanta, GA

Michael L. Ball, CPA, LLC

Kimberly Ball is a financial advisor at Michael L. Ball, CPA, LLC in Atlanta, GA, with four years of industry experience. She holds a Series 65 designation and has previously worked at Commoneo, LLC and The Coca-Cola Company. Michael L. Ball, CPA, LLC provides investment advisory and portfolio management services primarily to individuals, high-net-worth individuals, and business clients. The firm’s investment approach is long-term and asset-allocation driven, using Modern Portfolio Theory and primarily passively managed mutual funds, with discretionary account management and regular client reviews.

Wealth management

Amy A

CFP®

Dawsonville, GA

Michael L. Ball, CPA, LLC

Amy Amorosso is a CFP® professional with 11 years of industry experience. She is a minority partner and employee at Michael L. Ball, CPA, LLC, where she divides her time between accounting services and investment advisory work. The firm serves individuals, high-net-worth clients, and businesses, offering investment advisory, portfolio management, financial planning, and tax preparation services. Their investment approach is long-term and asset-allocation driven, utilizing passively managed mutual funds and written investment policy statements.

Wealth management

Michael B

Series 65

Atlanta, GA

Michael L. Ball, CPA, LLC

Michael Ball is a financial advisor with Michael L. Ball, CPA, LLC in Atlanta, GA. He holds a Series 65 designation and has 11 years of industry experience. He has been with his current firm, a CPA/accounting practice, since 1999. Michael L. Ball, CPA, LLC provides investment advisory and portfolio management services primarily to individuals, high-net-worth individuals, and business clients. The firm employs a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds and written investment policy statements. It also offers financial planning consulting and tax preparation services.

Wealth management

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