Adam Brzeczek
Adam Brzeczek is a registered investment advisor at Rutherford Investment Management, based in San Francisco, CA, with 3 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 65 clients with $250M 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 $25.0M | 1.25% |
| $25.0M - $50.0M | 1.00% |
| $50M+ | 0.75% |
Fees may be negotiable in certain limited circumstances.
Fee Estimator
Location
San Francisco, CA
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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
Adam is the co-founder and co-CEO of Aestuary, Inc., which sells consumer packaged goods online. He dedicates about half of his time to this business, including 8 hours per week during securities trading hours, focusing on strategic decisions related to new business and operations.
Employment History
Current Registrations
Rutherford Investment Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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