Lyle Bonn is a registered investment advisor at Gencap Portfolio Management, based in Tiburon, CA, with 23 years of industry experience. Lyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 192 clients with $400M 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 $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Location
1100 Mar West Street, Suite C, Tiburon, CA, 94920
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1983Other Business Activities
Lyle works in West Coast Sales for RPG Consultants, a non-investment related third-party administrator and record keeper.
Employment History
Current Registrations
Gencap Portfolio Management
Previous Registrations
Quantum Capital Management
Gamboa & Company
State Registrations1 state
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.