Genti Cici is a CFP-designated registered investment advisor at Standup Advisors, based in Columbia, MD, with 17 years of industry experience. Genti operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 13 clients with $1.4M 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 $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.80% |
Fees are negotiable for assets of $1,000,000 and above. The Core-Satellite Portfolio has a different fee structure: $500,000 - $1,000,000: 1.25%, $1,000,001 and above: Negotiable.
Fee Estimator
Location
10320 Little Patuxent Pkwy., Suite 930, Columbia, MD, 21044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Genti is the Founder and Fiduciary Advisor for StandUP Advisors, LLC, and also has an independent contractor relationship with InvestEd., both investment advisory firms. He dedicates about 120 hours a month to StandUP Advisors and about a quarter of his time to InvestEd.
Employment History
Current Registrations
Standup Advisors
Wealthy & Wise Family Office
State Registrations1 state
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