Ballew Advisors Inc

Ballew Advisors, Inc. is a registered investment adviser established in 1991 and based in Jackson, Mississippi. The firm, owned by S B Holding Company, Inc., offers Investment Supervisory Services (ISS) on a discretionary basis, tailoring investment strategies to individual client needs. Services include managing various securities such as mutual funds, ETFs, and foreign issuers. Additionally, Retirement Plan Advisory Services are provided for pension, profit sharing, and 401(k) plans, offering investment policy selection, monitoring, and employee communications. Fees for ISS and Retirement Plan Advisory Services are charged as a percentage of assets under management, with negotiable rates based on client circumstances. Financial planning and social security consulting services are also available, with fees determined based on the complexity of services provided. The firm publishes a monthly newsletter on financial topics. Ballew Advisors exercises limited custody over client funds, with physical custody maintained by an independent custodian. Clients can grant discretionary authority for asset management, allowing the firm to make investment decisions without prior client approval. The firm's professionals hold various financial designations and adhere to a Code of Ethics. They are supervised by experienced principals and participate in regular meetings to discuss market trends and economic conditions. Client privacy and data security are prioritized, with safeguards in place to protect personal and financial information.