Adam Gensler is a CFP-designated registered investment advisor at Frank, Rimerman Advisors LLC, based in Palo Alto, CA, with 8 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 106 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.30% |
| $20.0M - $100.0M | 0.20% |
| $100M+ | 0.10% |
Total annual fees typically range from 0.30% to 1.20% including platform, third-party manager, and custodian fees. Fees are negotiable and certain accounts may be managed without an advisory fee.
Fee Estimator
Location
1801 Page Mill Road, Palo Alto, CA, 94304
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Adam is a tax partner at Frank, Rimerman & Co. LLP, a public accounting firm. He spends about half his time on this role, and about a quarter of his time as a partner in a related entity.
Employment History
Current Registrations
Frank, Rimerman Advisors LLC
Previous Registrations
Opes Advisors, INC.
Galileo Planning Group, INC
Brownson, Rehmus & Foxworth, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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