Patrick Gierke
Patrick Gierke is a registered investment advisor at Acrylic Financial, INC., based in Crystal Lake, IL, with 33 years of industry experience. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 317 clients with $74M 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 $250K | 1.80% |
| $250K - $1000K | 1.75% |
| $1M+ | 1.65% |
Fees are negotiable based on account size, complexity, and relationship. Accounts from the same household will be aggregated to calculate fees unless instructed otherwise.
Fee Estimator
Location
1145 Mitchell Court, Ste 223, Crystal Lake, IL, 60014
Get directionsHistory
Regulatory History (2)
Regulatory
October 2014Employment Separation After Allegations
June 2011Other 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.
Employment History
Current Registrations
Acrylic Financial, INC.
Brooklight Place Securities, INC.Broker
Previous Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
The Prudential Insurance Company of AmericaBroker
State Registrations8 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.