Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management and wealth management services vary between 0.50% and 2.00% annually, based on assets under management and service complexity. Financial planning and consulting fees range from $750 to $25,000, depending on the scope and complexity of the services. Ballast Advisors does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.
Areas of Practice
Advisor Information
Office location
683 Bielenberg Drive, Suite 208, Woodbury, MN, 55125
Get directionsRegulatory 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.