Genter Advisors offers continuous advice to clients about investing funds based on their individual needs and goals. They also offer a separate account management program for clients investing $250,000 or more who prefer to own individual stocks or bonds. Genter Advisors may select Genter Capital Management to manage assets of these clients.
Assets Under Management$160M
Clients581
Advisors6
Avg. per Client$280K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
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 may be discounted or negotiated. Genter Advisors may require a minimum fee on smaller accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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