GenTrust provides wealth management, investment management, comprehensive financial planning, and concierge services to individuals, families, trusts, and businesses. GenTrust utilizes a combination of fundamental, technical, and macroeconomic analysis to design customized portfolios. The firm's investment strategy focuses on asset allocation, diversification, scenario-based risk management, and valuation. In addition to direct portfolio management, GenTrust may recommend independent third-party investment managers or private placement securities. GenTrust also provides consulting and research support services to other investment advisory firms.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual base fee varies up to 1.50% depending upon the market value of assets under management and the type of investment management services rendered. Fees are negotiable.