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Christopher Balcerowiak

The Fiduciary Alliance
39 Years of Experience
Sterling Heights, MI
1 DisclosureSells Insurance
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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 Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 8,964 clients with $2.5B in assets under management.

The Fiduciary Alliance
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
8,964 clients
Average Client Portfolio
$282K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is up to 2.00%, and fees are negotiable. Certain alternative investments may also involve a performance-based fee or carried interest of up to 25% of profits above a threshold.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

14460 Lakeside Circle, Suite 140, Sterling Heights, MI, 48313

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History

Regulatory History (1)
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Customer Dispute
April 2011
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, LLC
October 2009 - June 2023 · 13 yrs 8 mos
Ameriprise Financial Services, LLCBroker
October 2009 - June 2023 · 13 yrs 8 mos
Ameriprise Advisor Services, INC.
August 2007 - October 2009 · 2 yrs 2 mos
Ameriprise Advisor Services, INC.Broker
December 1986 - October 2009 · 22 yrs 10 mos
State Registrations1 state
MI
Advisor

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.

Exams
No exam information available for this advisor.
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