DG
DG

Daniel John Genter

40 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
581 clients
Average Client Portfolio
$281K average
Assets Under Management
$163.2M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M1.00%
$5M+0.75%

Fees may be discounted or negotiated at Genter Advisors discretion. Genter Advisors occasionally accepts smaller accounts at its discretion but may require a minimum fee on such accounts.

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

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

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History

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

Daniel is the President/CEO of Genter Capital Management, an investment advisor, and owns Genter Airways and Falcon Air LLC, which operate aircraft used for business. He also serves on the board of directors for several non-profit organizations and the USC Marshall School of Business Board of Leaders, dedicating a few hours per week to each.

Employment History
Current Registrations
Imst Distributors, LLCBroker
January 2013 - Present · 13 yrs 1 mo
Genter Advisors LLC
July 2002 - Present · 23 yrs 7 mos
Genter Capital Management
July 1998 - Present · 27 yrs 7 mos
Previous Registrations
Grand Distribution Services, LLCBroker
February 2010 - December 2012 · 2 yrs 10 mos
Multiple Financial Services, INC.Broker
June 2006 - September 2007 · 1 yr 3 mos
Foreside Fund Services, LLCBroker
November 2002 - December 2005 · 3 yrs 1 mo
Quasar Distributors, LLCBroker
October 2001 - October 2002 · 1 yr
First Fund Distributors, INC.Broker
March 1997 - October 2001 · 4 yrs 7 mos
Midvale Securities CorporationBroker
August 1985 - August 1997 · 12 yrs
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.