Genter Capital Management
Assets Under Management
$4.5B
Number of Clients
4,072
Number of Advisors
20
Average Client AUM
$1.1M
AUM per Advisor
$226.4M
Compensation
Fee-Only (AUM)
About This Firm
Genter Capital Management provides continuous investment advice based on individual client needs. They manage assets in various portfolio strategies, including equity and fixed income. They also act as a sub-advisor and offer model portfolio recommendations to other advisors. Fees may be discounted or negotiated.
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
Location
11601 Wilshire Blvd., 25th Floor, Los Angeles, CA, 90025-1770