PE
PE
Peter Earp
20 Years of Experience
Franklin, TN
2 DisclosuresSells Insurance
Peter Earp is a registered investment advisor at Gambit Capital Management, LLC, based in Franklin, TN, with 20 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 83 clients with $100M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
83 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$101.3M
Fee Structure
Minimum Investment:$750K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Franklin, TN
Get directionsHistory
Regulatory History (2)
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Regulatory
October 2019Final
Employment Separation After Allegations
November 2018Other Business ActivitiesSells Insurance
Peter works as an insurance broker since January 2024. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Gambit Capital Management, LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2014 - December 2018 · 4 yrs 11 mos
Charles Schwab & CO., INC.Broker
October 2000 - December 2018 · 18 yrs 2 mos
State Registrations4 states
AZMNTNTX
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.