James Heimler
James Heimler is a CFP-designated registered investment advisor at Ballast Advisors, LLC, based in Woodbury, MN, with 7 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
683 Bielenberg Drive, Suite 208, Woodbury, MN, 55125
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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 →Employment History
Current Registrations
Ballast Advisors, LLC
Previous Registrations
Gradient Advisors, LLC
State Registrations4 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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