Genter Advisors LLC
Assets Under Management
$163.2M
Number of Clients
581
Number of Advisors
7
Average Client AUM
$281K
AUM per Advisor
$23.3M
Compensation
Fee-Only (AUM)
About This Firm
Genter Advisors LLC offers investment supervisory services, providing continuous advice to clients about investing funds based on individual needs and objectives. They also offer a separate account management program for clients investing $250,000 or more, potentially selecting Genter Capital Management to manage these assets.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be discounted or negotiated at Genter Advisors discretion. Smaller accounts may require a minimum fee.
Fee Estimator
You'll pay a quarterly fee in advance based on the total market value of your account. There is also a one-time, non-refundable setup fee of $250. For accounts under $3 million, the first $500,000 is charged 1.50%, the next $500,000 is charged 1.25%, and the next $2,000,000 is charged 1.00%. For accounts over $3 million, the first $5,000,000 is charged 1.00%, and anything over $5,000,000 is charged 0.75%. Fees may be discounted or negotiated. Genter Advisors suggests a minimum account size of $50,000, but may accept smaller accounts with a minimum fee of $500.
Areas of Practice
Location
11601 Wilshire Blvd., 25th Fl., Los Angeles, CA, 90025-1770