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.
Learn about disclosures →Other Business Activities
Brian is SVP, Director of the Institutional Division at Genter Capital Management, dedicating nearly full-time hours to direct sales and marketing. He is also a general partner in a family limited partnership and a limited partner in a real estate LLC, both requiring minimal time, and a Director at Genter Advisors, LLC, spending minimal time there.