BG

Brendan Thomas Gleason

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
20 advisors
Number of Clients
4,072 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$4.5B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $200K2.00%
$200K - $400K1.50%
$400K - $3.0M1.00%
$3.0M - $8.0M1.00%
$8M+0.75%

Fees may be discounted or negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$4,750

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
Investment Management
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Advisor Information

Office location

11601 Wilshire Blvd., 25th Floor, Los Angeles, CA, 90025-1770

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Regulatory History
Clean regulatory record

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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Other Business Activities

Brendan works as a marketing assistant to a First VP/Regional Director at RNC Genter Capital Management. This is a full-time position, assisting with new account creation, marketing materials, and servicing existing clients.

Employment History
Current Registrations
Genter Capital Management
September 2021 - Present · 4 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.