Genter Capital Management

Assets Under Management

$4.5B

Number of Clients

4,072

Number of Advisors

20

Average Client AUM

$1.1M

AUM per Advisor

$226.4M

Compensation

Fee-Only (AUM)

About This Firm

Genter Capital Management provides continuous investment advice based on clients' individual needs and objectives. They manage the Genter Capital Dividend Income Fund and act as subadvisor to several Exchange Traded Funds. They offer a range of portfolio strategies and can act as a sub-advisor or provide model portfolio recommendations to other advisors.

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
Areas of Practice
Investment Management
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Location

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

20 Advisors at this firm