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 $200K | 2.00% |
| $200K - $400K | 1.50% |
| $400K - $3.0M | 1.00% |
| $3.0M - $8.0M | 1.00% |
| $8M+ | 0.75% |
Fees may be discounted or negotiated.
Fee Estimator
You'll pay a quarterly fee based on the total market value of your account. There is a one-time setup fee of $250. Genter Capital has a minimum annual fee of $4,750 for accounts below the standard minimum. Fees may be discounted or negotiated. Fixed income accounts have a $1,000,000 minimum account size and a fee of 0.50%.
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.
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Robert is a Director - North Territory at Genter Capital Management since January 2022, focusing on advisor relationship management. This role requires significantly more than full-time commitment.