Patrick Arthur Gierke

32 Years of Experience

2 DisclosuresBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners

Acrylic Financial, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

298 clients

Average Client Portfolio

$196K average

Assets Under Management

$58.4M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.80%
$250K - $1000K	1.75%
$1M+	1.65%

Fees are generally negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

1145 Mitchell Court, Ste 223, Crystal Lake, IL, 60014

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

October 2014

Final

Employment Separation After Allegations

June 2011

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Patrick refers clients to Cornerstone Financial Group for property and casualty quotes, and is an owner/agent at Revolutionary Financial for fixed insurance sales, taking about half of his time. He also provides group health insurance to small businesses through Resource Insurance and Financial Group and Prime One Insurance, and works as an investment advisory advisor at Acrylic Financial, Inc., dedicating about 10-20% of his time.