Joseph Kristopher Krauszer

CFP

Bakeravenue

22 Years of Experience

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Firm Information

Bakeravenue

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

30 advisors

Number of Clients

931 clients

Average Client Portfolio

$4.1M average

Assets Under Management

$3.8B

Fee Structure

Minimum Investment:$1M

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $2.5M	0.95%
$2.5M - $5.0M	0.90%
$5.0M - $10.0M	0.80%
$10.0M - $25.0M	0.70%
$25M+	0.70%

Fees are negotiable. Family Office Clients and other Clients with established relationships may be subject to a different fee schedule or rate.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$9,500

Financial Plan Fee:$2,000 - $10,000

Hourly Rate:$225 - $300/hr

The annual portfolio management fee is based on a percentage of your assets under management, starting at 0.95% for the first $1 million up to $2.5 million. There is a $9,500 minimum annual fee. Wealth and financial planning fees range from $2,000 to $10,000 on a fixed fee basis, or $225 to $300 per hour. Fees are negotiable and may vary among clients.

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Areas of Practice

Investment ManagementTax PlanningEstate PlanningRetirement PlanningCharitable GivingHigh Net Worth

Advisor Information

Office location

Lake Mary, FL

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Regulatory History (1)

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