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CFP
JK
CFP

Joseph Krauszer

Bakeravenue
23 Years of Experience
Lake Mary, FL
1 Disclosure
View SEC Summary
View SEC Summary

Joseph Krauszer is a CFP-designated registered investment advisor at Bakeravenue, based in Lake Mary, FL, with 23 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 5 more. Their firm serves 1,024 clients with $5.1B in assets under management.

Bakeravenue
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,024 clients
Average Client Portfolio
$5.0M average
Assets Under Management
$5.1B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$9,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M0.95%
$2.5M - $5.0M0.90%
$5.0M - $10.0M0.80%
$10.0M - $25.0M0.70%
$25M+0.70%

Fees are negotiable. Family office clients and established relationships may be subject to different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Lake Mary, FL

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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
March 2011
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bakeravenue
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2022 · 3 yrs 8 mos
Strategic Advisers LLC
April 2012 - July 2018 · 6 yrs 3 mos
Fidelity Brokerage Services LLCBroker
February 2012 - March 2022 · 10 yrs 1 mo
Wells Fargo Advisors, LLCBroker
July 2008 - January 2012 · 3 yrs 6 mos
Wells Fargo Advisors, LLC
July 2008 - January 2012 · 3 yrs 6 mos
UBS Financial Services INC.
June 2005 - August 2008 · 3 yrs 2 mos
UBS Financial Services INC.Broker
May 2005 - August 2008 · 3 yrs 3 mos
Morgan Stanley Dw INC.Broker
March 2002 - April 2005 · 3 yrs 1 mo
State Registrations1 state
FL
Advisor

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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