Peter Verbica
Peter Verbica is a CFP-designated registered investment advisor at Silicon Private Wealth, LLC, based in Fremont, CA, with 19 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 89 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.30% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Location
Fremont, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Peter is a licensed real estate broker, manager of P & K Verbica Family LLC (rental properties), Managing Director at Silicon Private Wealth LLC, and consultant for Memoria, Inc. He is also involved with various other ventures, including authoring publications, owning a ranch, advising Spyra Beauty, Inc., investing in Swirepay Inc., serving on the board of the San Jose Symphony Foundation, acting as Chairman of the Santa Cruz County Republican Central Committee, and running for US Congress, CD19. Peter spends minimal time on most of these activities, with the exception of his congressional campaign, which takes about 10-20% of his time.
Employment History
Current Registrations
Silicon Private Wealth, LLC
Previous Registrations
Viant Capital LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Advantage Capital CorporationBroker
Bancamerica Robertson StephensBroker
Shearson Lehman Hutton INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations2 states
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.