Christopher Balcerowiak
Christopher Balcerowiak is a CFP-designated registered investment advisor at The Fiduciary Alliance, based in Sterling Heights, MI, with 39 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 8,964 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiduciary Alliance charges a percentage of the value of your portfolio, up to 2.00% per year. This fee is negotiable. The fee is calculated and paid quarterly, in advance. In addition, for certain alternative investments, Fiduciary Alliance may receive up to 25% of the profits above a certain return threshold. All clients engaging in Investment Management Services must either engage in Comprehensive Financial Planning or meet a $150,000 minimum of assets under management.
Location
14460 Lakeside Circle, Suite 140, Sterling Heights, MI, 48313
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2011Other Business ActivitiesSells Insurance
Christopher owns rental real estate and C & C Estates LLC, which he uses to run expenses through, dedicating about a quarter of his time to the latter. He also sells various insurance products as an agent since May 2022, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
The Fiduciary Alliance
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
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.