Elizabeth Genter
Elizabeth Genter is a registered investment advisor at Schenley Capital, INC, based in Sewickley, PA, with 17 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 99 clients with $76M 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 $20.0M | 1.00% |
| $20.0M - $35.0M | 0.80% |
| $35.0M - $50.0M | 0.75% |
| $50M+ | 0.75% |
Fees above $50,000,000 are negotiable.
Fee Estimator
Location
428 Walnut Street, Sewickley, PA, 15143-1578
Get directionsHistory
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 ActivitiesSells Insurance
Elizabeth is a licensed insurance agent in Pennsylvania, authorized to sell accident and health, life, and fixed annuities, dedicating minimal time to this activity. She also owns One Village Square, LLC, is an Edgeworth Borough Councilwoman, and a board member for BOSS Controls, LLC, each requiring minimal time commitment.
Employment History
Current Registrations
Schenley Capital, 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.