MC
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Michael Chrustawka

4 Years of Experience
Gainesville, TX

Michael Chrustawka is a registered investment advisor at Gradient Advisors, LLC, based in Gainesville, TX, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,220 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
173 advisors
Number of Clients
3,220 clients
Average Client Portfolio
$68K average
Assets Under Management
$218.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.

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Location

Gainesville, TX

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael owns Piper Properties LLC, a rental property, and spends minimal time on it. He also owns Mike Chrustawka Inc., a horse breeding, training, and sales business, dedicating about a quarter of his time to it.

Employment History
Current Registrations
Gradient Advisors, LLC
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Ruggiero Wealth Management
June 2021 - May 2022 · 11 mos
State Registrations2 states
OKTX
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.
Michael Chrustawka - Financial Advisor | TrueAdvisor