BALLAST, INC.
Lexington, Kentucky
5.0
2 Reviews
Based out of Lexington, KY, Ballast, Inc. is a local investment advisory firm with a strong presence in the financial industry. With over 200 individual clients and an impressive $423,414,000 in assets under management, the company is committed to providing exceptional financial guidance and wealth management services. While 401K and individual accounts make up less than 30% of their assets, Ballast, Inc. also possesses the expertise to effectively manage employer funds. Notably, 95% of the assets they handle are under their discretionary management. Catering primarily to high net worth individuals, Ballast, Inc. boasts a seasone...
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Assets Under Mgmt

$423.41M

Investment Professionals

5

Locations

0

% 401K & Individual

16%

% Discretionary

95%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
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