Carl Ballard is a registered investment advisor at C2 Investment Group, based in Mooresville, NC, with 20 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.10% |
Annual fee not to exceed $30,000 per year per portfolio. Fees may be negotiable in certain circumstances.
Fee Estimator
Location
106 Langtree Village Drive, Suite 301, Mooresville, NC, 28117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Carl is a consultant for C2, LLC dba Tracker, which offers a portfolio accounting and reporting application.
Employment History
Current Registrations
C2 Investment Group
Previous Registrations
C2 Investment Group
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.