Highball Advisors
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About
Highball Advisors provides tailored investment management and comprehensive financial planning to individuals and families, covering retirement planning, cash flow and debt management, insurance and risk reviews, tax planning considerations, and estate-planning coordination. The firm produces written financial plans for clients and facilitates estate document creation through a third‑party provider, EncorEstate Plans (EEP).
For portfolios, Highball generally emphasizes a passive investment approach—assembling low‑cost index mutual funds and ETFs to obtain targeted asset‑class exposure—while applying fundamental analysis when conducting individual investment analysis or security selection. Account supervision is driven by each client’s stated objectives and tax considerations, and the firm implements trades on a client‑by‑client basis under non‑discretionary authority rather than aggregating block trades.
Highball offers educational programming that is less common among peers, including free web‑based webinars for clients and prospects and occasional paid speaking engagements, and provides ongoing monitoring with annual plan reviews and periodic follow‑up. The firm operates on a fee‑only basis, does not accept third‑party compensation, and does not vote client proxies, leaving proxy voting responsibility with clients.
Client services
Expertise
Fee options
Estate Planning Preparation fees: Trust Based Estate Plan $1,000; Deed Search and Filing $250 per deed; Speaking Engagements $3,000-$5,000 (negotiable)
$0 - $1,000,000: 1.00% $1,000,001+: 0.50%
Account minimum: $500,000 Fee-only: Fees are paid monthly in arrears, pro-rated, negotiable
Main office
Simsponville SC
Advisors at this office
1
Most active in
Florida · Nebraska · New York · North Carolina · South Carolina · Texas · Virginia
Also doing business as
Clear Value Financial LLC · Highball Advisors · Jmcnamara8
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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