Advisor at Gambit Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Gambit Capital Management, LLC
Location
Phoenix, AZ
Credentials
Series 63, Series 65
Industry experience
20 years
Peter Earp is a financial advisor at Gambit Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank for a combined 18 years, as well as American Family Insurance. Gambit Capital Management serves individual investors, retirement plan sponsors, and other registered investment advisers through discretionary portfolio management, financial planning, and employee benefit plan consulting. The firm’s investment approach integrates fundamental and cyclical analysis across a range of asset classes and includes in-house tax planning and outsourced CIO consulting services.
Based on Gambit Capital Management, LLC
Outsource CIO consulting: $1,000/month; Tax preparation: $500-$2,500; Financial coaching initial consultation: $300; Ongoing coaching: $60/month
$0 - $3,000,000: 1.00% annually > $3,000,000+: 0.25% annually $0 - $20,000,000: 0.25% annually (Outside Managers) $20,000,001 - $50,000,000: 0.20% annually (Outside Managers) $50,000,001+: 0.18% annually (Outside Managers)
Account minimum: $750,000 Minimum fee: $1,500 per account per year minimum fee for Outside Manager accounts Fee-only: Investment management and financial planning fees based on AUM; tax preparation flat fees; financial coaching fixed fees; CIO consulting flat fees
Phoenix, AZ
Arizona · Minnesota · Tennessee · Texas
Gambit Capital Management, LLC
2023 - Present (3 years)
American Family Insurance
2019 - 2023 (4 years)
Rental Property
2016 - Present (10 years)
Charles schwab Bank
2005 - 2018 (13 years)
Charles Schwab
2000 - 2018 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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