Brian Czerwinski is a registered investment advisor at Maverick Private Wealth LLC, based in Frisco, TX, with 10 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8 clients with $6.6M 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 $5.0M | 1.50% |
| $5.0M - $50.0M | 1.00% |
| $50M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
Frisco, TX
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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.
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Brian is involved with Cornerstone Family Office Advisors LLC, providing administrative and planning services to high net worth families. He also owns F2 Analytics LLC, a consulting business, and Bridgehouse Connect LLC, an ownership entity.
Employment History
Current Registrations
Maverick Private Wealth LLC
State Registrations2 states
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