Gary Rychtanek is a CFP-designated registered investment advisor at Gcr Financial Services, LLC, based in Naperville, IL, with 28 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 38 clients with $43M 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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.60% |
| $1.5M+ | 0.50% |
Once the billable portfolio reaches $1,000,000, bond holdings under supervision may be billed at .1% and not included in the above schedule.
Fee Estimator
Location
2020 Calamos Ct, Ste. 200, Naperville, IL, 60563
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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 →Other Business Activities
Gary works as a CPA for GCR Financial Services, LLC, preparing corporate, individual, and partnership tax returns since 2009. This is a seasonal business, primarily occupying three days per week from February through April.
Employment History
Current Registrations
Gcr Financial Services, LLC
Previous Registrations
Clune & Associates
State Registrations1 state
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.