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Amy Elizabeth Amorosso

Michael L. Ball, CPA, LLC

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About Amy Elizabeth Amorosso

Amy Elizabeth Amorosso is a registered investment advisor representative with Michael L. Ball, CPA, LLC. Amy has been with the firm since 2002 and is a minority partner. Amy holds the Certified Financial Planner designation and is registered in Florida and Georgia. Amy specializes in providing financial planning and portfolio management services to individuals and corporations.

Firm Information

Amy Amorosso is currently registered with Michael L. Ball, CPA, LLC. Michael L. Ball, CPA, LLC is a registered investment advisor with approximately $80.29 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. They also offer selection of other advisors.

$80.30M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Amorosso’s Registration & Firm History

GA

07/09/2014 - Present

Michael L. Ball, CPA, LLC (DAWSONVILLE GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amy Elizabeth Amorosso.
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