Gencap Portfolio Management

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$400M
Clients192
Advisors7
Avg. per Client$2.1M
Avg. per Advisor$57M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.10%
$2.0M - $5.0M0.95%
$5.0M - $10.0M0.80%
$10M+0.65%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7 Advisors at this firm

Gencap Portfolio Management | TrueAdvisor