MG
CFP
MG
CFP

Michael Gentsch

20 Years of Experience
Scottsdale, AZ

Michael Gentsch is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in Scottsdale, AZ, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 14 more. Their firm serves 62,466 clients with $180B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1048 advisors
Number of Clients
62,466 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$181.9B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000

Focus Partners charges an annual fee based on a percentage of your portfolio value, generally up to 1.25%, with a minimum annual fee of $5,000. Fees are typically billed quarterly in advance and vary depending on the amount of assets managed, the scope of services, and the specific relationship history. In addition to the main management fee, certain specialized strategies carry additional charges: the Options Income Overlay and Index Income Overlay strategies charge an annual fee of 0.75% on the notional value target, and the TrendWise strategy charges an additional 0.25% per year over the standard management rate.

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Location

Scottsdale, AZ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is a sole proprietor providing car rental services through apps like Turo since 2023. This activity is not investment-related and takes about 10-20% of his time.

Employment History
Current Registrations
Focus Partners Wealth, LLC
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Charles Schwab & CO., INC.
October 2023 - January 2024 · 3 mos
Schwab Wealth Advisory, INC.
May 2021 - October 2023 · 2 yrs 5 mos
Charles Schwab & CO., INC.
June 2009 - March 2023 · 13 yrs 9 mos
Charles Schwab & CO., INC.Broker
June 2009 - January 2024 · 14 yrs 7 mos
Ameriprise Financial Services, INC.
January 2006 - May 2009 · 3 yrs 4 mos
Ameriprise Financial Services, INC.Broker
December 2005 - May 2009 · 3 yrs 5 mos
State Registrations1 state
AZ
Advisor

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
No exam information available for this advisor.
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