TD
TD

Timothy Demshki

28 Years of Experience
Los Angeles, CA

Timothy Demshki is a registered investment advisor at Genter Advisors LLC, based in Los Angeles, CA, with 28 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 569 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
569 clients
Average Client Portfolio
$321K average
Assets Under Management
$182.8M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M1.00%
$5M+0.75%

Fees are payable quarterly in advance. A one-time setup fee of $250 applies. Fees may be discounted or negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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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Employment History
Current Registrations
Genter Advisors LLC
July 2002 - Present · 24 yrs 3 mos
Genter Capital Management
July 1998 - Present · 28 yrs 3 mos
State Registrations1 state
CA
Advisor

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Exams
No exam information available for this advisor.
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