Gabriel Burczyk is a registered investment advisor at Assembly Wealth, based in Mill Valley, CA, with 39 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 254 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Assembly Wealth's investment management fees are based on a percentage of the assets they manage for you, up to a maximum of 2.0%. These fees are part of their wrap fee program. The fees are calculated at the beginning of each quarter based on the value of your account at the end of the previous billing period. A minimum of $500,000 is required to use this service, though this may be negotiable.
Location
319 Miller Avenue, Mill Valley, CA, 94941
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Regulatory History (1)
Customer Dispute
May 2010Other Business Activities
Gabriel is a general partner of NVBG, LLC, a real estate entity created in 2016. He spends a few hours per week managing the lease.
Employment History
Current Registrations
Assembly Wealth
Previous Registrations
Prospera Financial Services, INC.Broker
The Investment Center, INC.
The Investment Center, INC.Broker
Dean Witter Reynolds INC.Broker
Prudential Securities IncorporatedBroker
The Stuart-James Company, IncorporatedBroker
State Registrations3 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.