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PE
PE

Peter Espiritu

Bakeravenue
25 Years of Experience
San Francisco, CA
2 Disclosures
View SEC Summary
View SEC Summary

Peter Espiritu is a registered investment advisor at Bakeravenue, based in San Francisco, CA, with 25 years of industry experience. Peter 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
34 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
—
View Full SEC Brochure

Location

One Embarcadero Center, Ste 2530, San Francisco, CA, 94111

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History

Regulatory History (2)
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
October 2009
Denied
Customer Dispute
April 2009
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bakeravenue
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Charles Schwab & CO., INC.
November 2005 - July 2024 · 18 yrs 8 mos
Charles Schwab & CO., INC.Broker
August 2001 - July 2024 · 22 yrs 11 mos
State Registrations1 state
CA
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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