James Heimler is a CFP-designated registered investment advisor at Ballast Advisors, LLC, based in Woodbury, MN, with 7 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 803 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ballast Advisors offers investment management and wealth management services for an annual fee based on the amount of assets managed and the complexity of the services. This fee generally varies between 0.50% and 2.00%. The annual fee is calculated monthly, in advance, based on the market value of the assets being managed.
Location
683 Bielenberg Drive, Suite 208, Woodbury, MN, 55125
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ballast Advisors, LLC
Previous Registrations
Gradient Advisors, LLC
State Registrations4 states
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