Arek Puzia is a CFP-designated registered investment advisor at Pathwise, based in Walnut Creek, CA, with 12 years of industry experience. Arek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 4 more. Their firm serves 142 clients with $260M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable at the discretion of the Advisor. Some legacy clients may be paying a fee structure ranging from 0.75% to 1.25%.
Fee Estimator
Contact
Arek Puzia
Location
1211 Newell Ave, Suite 130, Walnut Creek, CA, 94596
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Arek is a professor at Diablo Valley College since 2017, teaching Financial and Managerial Accounting. This takes about 10-20% of his time, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Pathwise
Previous Registrations
Acclaro Wealth Management
State Registrations2 states
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