BG
BG

Brendan Thomas Gleason

4 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
20 advisors
Number of Clients
4,072 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$4.5B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $200K2.00%
$200K - $400K1.50%
$400K - $3.0M1.00%
$3.0M - $8.0M1.00%
$8M+0.75%

Fees may be discounted or negotiated at Genter Capital’s discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$4,750
Loading...

Location

11601 Wilshire Blvd., 25th Floor, Los Angeles, CA, 90025-1770

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Brendan works as a marketing assistant to a First VP/Regional Director at RNC Genter Capital Management. This is a full-time position, assisting with new account creation, marketing materials, and servicing existing clients.

Employment History
Current Registrations
Genter Capital Management
September 2021 - Present · 4 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.