Olivia Rose Laqua

Genter Capital Management

1 Year of Experience

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Firm Information

Genter Capital Management

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 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

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%.

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Areas of Practice

Investment Management

Advisor Information

Office location

11601 Wilshire Boulevard, 25th Floor, Los Angeles, CA, 90025

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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.