Genter Advisors provides ongoing investment management services, designing customized portfolios based on each client's individual needs and financial goals. For clients investing $250,000 or more who prefer to own individual stocks or bonds, Genter Advisors offers a separate account management program that utilizes its affiliate, Genter Capital Management. Genter Advisors employs fundamental and cyclical analysis when selecting mutual funds, exchange-traded funds, and individual securities. Clients can place restrictions on their portfolios regarding specific sectors or industries. The firm works with individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and other business entities. Genter Advisors also requires a one-time setup fee for new accounts.
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.