GB

Gabriel Fritz Burczyk

39 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
254 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$432.9M

Fee Structure

Minimum Investment:$500K
Financial Plan Fee:$2,500 - $5,000
Hourly Rate:$125 - $1,200/hr

Investment Supervisory Services (ISS) fees are based on a percentage of assets under management, with a maximum fee of 2.0%. A minimum of $500,000 in assets under management is required, but this may be negotiable. Financial planning fees range from $125 to $1,200 per hour depending on the advisor's role, or a fixed fee typically ranging from $2,500 to $5,000. Prepaid financial planning fees will never exceed $1200 for work that will not be completed within six months.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

319 Miller Avenue, Mill Valley, CA, 94941

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2010
Denied
Other 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
February 2004 - Present · 21 yrs 11 mos
Previous Registrations
Prospera Financial Services, INC. Broker
June 2004 - August 2016 · 12 yrs 2 mos
The Investment Center, INC.
April 1994 - June 2004 · 10 yrs 2 mos
The Investment Center, INC.Broker
April 1994 - June 2004 · 10 yrs 2 mos
Dean Witter Reynolds INC.Broker
January 1994 - April 1994 · 3 mos
Prudential Securities IncorporatedBroker
November 1990 - January 1994 · 3 yrs 2 mos
The Stuart-James Company, IncorporatedBroker
August 1986 - November 1990 · 4 yrs 3 mos
State Registrations3 states
AZCATX
Advisor
Exams
No exam information available for this advisor.