Richard Gerczak
Richard Gerczak is a CFP-designated registered investment advisor at Ballast Advisors, LLC, based in St. Paul, MN, with 32 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 831 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee generally ranges from 50 to 200 basis points (0.50% to 2.00%), varying based on portfolio size, composition, investment strategy, and services rendered. Fees are negotiable.
Fee Estimator
Location
2550 University Ave. W., Suite 314N, St. Paul, MN, 55114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard owns commercial real estate and is the Vice President of Plot Squatters, a real estate business, dedicating minimal time to it. Richard is also an independent insurance agent with various insurance companies.
Employment History
Current Registrations
Ballast Advisors, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 states
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
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