Glen Nam is a CFA-designated registered investment advisor at Genter Capital Management, based in Los Angeles, CA, with 14 years of industry experience. Glen 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 4,294 clients with $5.1B 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 $200K | 2.00% |
| $200K - $400K | 1.50% |
| $400K - $3.0M | 1.00% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fixed income accounts have a separate fee of 0.50% with a $1,000,000 minimum account size. Fees may be discounted or negotiated at the firm's discretion.
Fee Estimator
Location
11601 Wilshire Blvd., 25th Floor, Los Angeles, CA, 90025-1770
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Genter Capital Management
State Registrations1 state
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Exams
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