Iwona Cholewa is a CFA-designated registered investment advisor at Powerhouse Assets LLC, based in Austin, TX, with 25 years of industry experience. Iwona operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 58 clients with $210M 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 | 1.00% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
Austin, 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.
Learn about disclosures →Other Business Activities
Iwona is the Chief Investment Officer of Powerhouse Assets since May 2019. This activity takes about 10-20% of her time.
Employment History
Current Registrations
Powerhouse Assets LLC
Previous Registrations
Hemington Wealth Management
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
Aig Sunamerica Capital Services, INC.Broker
Mutual Securities, INC.Broker
Santa Barbara Securities, INC.Broker
Planmember Securities CorporationBroker
State Registrations2 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.