Caleb Bjerk is a CFP, ChFC-designated registered investment advisor at Cyr Financial INC., based in Hennepin, IL, with 7 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 472 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.55% |
| $7.5M+ | 0.40% |
Fees are negotiable at the sole discretion of the advisor. Aggregate assets across family accounts may be taken into consideration.
Fee Estimator
Location
220 E High St, Suite 102, Hennepin, IL, 61327
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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
Cyr Financial INC.
Previous Registrations
Modern Wealth Management, LLC
Wade Financial Advisory, INC.
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 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
More Advisors
- Emma Bean, CFACyr Financial INC.
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