Jennifer Schmitz is a registered investment advisor at Gencap Portfolio Management, based in Tiburon, CA, with 19 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 192 clients with $400M 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 $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Location
1100 Mar West Street, Suite C, Tiburon, CA, 94920
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jennifer owns a real estate design and development company in Wilmington, Delaware. She may offer clients advice or products from this business, which could present a conflict of interest.
Employment History
Current Registrations
Gencap Portfolio Management
Previous Registrations
I2i Analytics, LLC
I2i Analytics, LLC
I2i Analytics, LLC
I2i Analytics, LLC
Charles Schwab & CO., 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.