Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be discounted or negotiated at Genter Advisors discretion. Smaller accounts may require a minimum fee.
Fee Estimator
You'll pay a quarterly fee in advance based on the total market value of your account. There is also a one-time, non-refundable setup fee of $250. For accounts under $3 million, the first $500,000 is charged 1.50%, the next $500,000 is charged 1.25%, and the next $2,000,000 is charged 1.00%. For accounts over $3 million, the first $5,000,000 is charged 1.00%, and anything over $5,000,000 is charged 0.75%. Fees may be discounted or negotiated. Genter Advisors suggests a minimum account size of $50,000, but may accept smaller accounts with a minimum fee of $500.
Areas of Practice
Advisor Information
Office location
11601 Wilshire Blvd., 25th Floor, Los Angeles, CA, 90025
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Daniel is the President/CEO of Genter Capital Management, an investment advisor, and owns Genter Airways and Falcon Air LLC, which operate aircraft used for business. He also serves on the board of directors for several non-profit organizations and the USC Marshall School of Business Board of Leaders, dedicating a few hours per week to each.