Melissa Ballard is a CFP-designated registered investment advisor at Pya Waltman Capital, LLC, based in Knoxville, TN, with 17 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 424 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 0.80% |
Fees are negotiable. Financial planning services may be included with investment advisory services.
Fee Estimator
Location
1402 Ebenezer Road, Knoxville, TN, 37922
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pya Waltman Capital, LLC
State Registrations1 state
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