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Paul Zarkowski

Charles Schwab & CO., INC.
37 Years of Experience
Grosse Pointe, MI
1 DisclosureBroker
View SEC Summary
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Paul Zarkowski is a registered investment advisor at Charles Schwab & CO., INC., based in Grosse Pointe, MI, with 37 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.

Charles Schwab & CO., INC.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.30%
$25M+0.30%

Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

20879 Mack Ave, Unit 5, Grosse Pointe, MI, 48236

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History

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
September 1998
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Paul is a board member of Western Eagle Foundation, which provides discount food and home goods. He dedicates minimal time to this role, attending quarterly meetings.

Employment History
Current Registrations
Charles Schwab & CO., INC.
May 2026 - Present · 5 mos
Charles Schwab & CO., INC.Broker
May 2026 - Present · 5 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - May 2026 · 1 yr 2 mos
Fidelity Personal and Workplace Advisors
October 2023 - March 2025 · 1 yr 5 mos
Fidelity Brokerage Services LLCBroker
October 2023 - May 2026 · 2 yrs 7 mos
Morgan StanleyBroker
March 2023 - August 2023 · 5 mos
E*trade Capital Management, LLC
October 2010 - August 2023 · 12 yrs 10 mos
E*trade Securities LLCBroker
October 2010 - August 2023 · 12 yrs 10 mos
PNC Investments
November 2009 - October 2010 · 11 mos
PNC InvestmentsBroker
November 2009 - October 2010 · 11 mos
Natcity Investments, INC.Broker
February 2009 - November 2009 · 9 mos
Natcity Investments, INC.
February 2009 - November 2009 · 9 mos
Metlife Securities INC.Broker
September 2008 - March 2009 · 6 mos
Chase Investment Services CORP.
July 2007 - February 2008 · 7 mos
Chase Investment Services CORP.Broker
July 2005 - February 2008 · 2 yrs 7 mos
Banc One Securities CorporationBroker
July 2004 - July 2005 · 1 yr
Morgan Stanley Dw INC.Broker
October 1988 - July 2004 · 15 yrs 9 mos
State Registrations4 states
AKAZFLMI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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