Gabriel Burczyk is a registered investment advisor at Assembly Wealth, based in Mill Valley, CA, with 32 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 209 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum fee is 2.0% of assets under management. Specific annual fee schedules are identified in the client contract. Fees are negotiable based on client complexity, account size, and other factors.
Fee Estimator
Location
319 Miller Avenue, Mill Valley, CA, 94941
Get directionsHistory
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
The Investment Center, INC.
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.
Exams
More Advisors
- Jesse Hindson, CFPAssembly Wealth
- Douglas Hutchinson, CFAAssembly Wealth
- Declan Lynch, CFPAssembly Wealth
- Brian Proses, CFPRational Investment Management, LLC
- Alexander Boeri, CFPMiller Avenue Advisors LLC
- Halley Craig, CFPMercer Global Advisors INC.