| 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.
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%.
11601 Wilshire Blvd., 25th Floor, Los Angeles, CA, 90025-1770
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Learn about disclosures →Cameron is a Vice President and Product Manager at Genter Capital Management, an investment management firm, since 2010. This role, involving relationship and product management, occupies Cameron full-time.