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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Krawez is a financial advisor with Scharf Investments, LLC in Los Gatos, CA. Brian is a Chartered Financial Analyst and has been in the industry since July 2007. Brian Krawez's firm Scharf Investments, LLC manages over $4 billion in assets for individuals, families, trusts, foundations, endowments, and businesses. Scharf Investments, LLC is a fee-only firm, meaning that they are not compensated for selling any financial products or services. This allows Brian to provide unbiased advice to clients. Brian is a specialist in providing financial advice to high-net-worth individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model recommendations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/01/2025 - Present
Scharf Investments, LLC (LOS GATOS CA)
Active
Inactive
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