MICHAEL L. BALL, CPA, LLC

Overview

Michael L. Ball, Cpa, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm combines accounting services with advisory work for individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers when appropriate. Its fee arrangements include both percentage-of-AUM and fixed-fee schedules. The adviser is identified as a capital allocator and does not report being an active ESG investor.

Assets & Accounts

Investments & Alternatives