Roger Wall is a registered investment advisor at Genter Advisors LLC, based in Los Angeles, CA, with 7 years of industry experience. Roger is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 569 clients with $180M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are payable quarterly in advance. A one-time setup fee of $250 applies. Fees may be discounted or negotiated.
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.
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 →Employment History
Current Registrations
Genter Advisors LLC
Genter Capital Management
Imst Distributors, LLCBroker
Imst Distributors, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Transam Securities, INC.Broker
Maitland Securities, INC.Broker
State Registrations2 states
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
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