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, 90025-1770
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
William is a teacher at California Lutheran University and Keller Graduate School. These activities are not investment-related.