Front Row Advisors (operating as GenCap Portfolio Management) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create investment plans and manage client portfolios with discretionary authority. Front Row Advisors also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. They primarily recommend equities but may use other securities to diversify portfolios.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Fees are generally negotiable.