GenTrust offers wealth management, investment management, financial planning, and consulting services. Services are tailored to individual client needs and may include income planning, cash flow analysis, and budgeting. GenTrust also provides research and consulting services to other investment advisory firms. GenTrust may recommend other investment professionals but clients retain discretion over implementation decisions.
Fee Structure
GenTrust provides investment management services for an annual fee, billed quarterly in advance. The fee is agreed upon individually with each client and can be a base fee, fixed fee, or a combination of base and performance fee. The annual base fee varies up to 1.50% depending on the amount of assets managed and the type of services rendered. Fees do not include brokerage commissions or transaction fees. GenTrust may charge a performance fee of up to 35% of net profits in certain accounts.