Gentry Private Wealth offers personalized financial planning and investment management to individuals, including high net worth individuals, families, trusts, estates, private foundations, and retirement plans. They also offer family office services for accredited investors. Investment advice is customized to each client’s objectives and financial needs. Gentry Private Wealth may recommend unaffiliated money managers or investment platforms.
Assets Under Management$310M
Clients257
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$100M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1000K | 1.60% |
| $1.0M - $2.5M | 1.35% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.35% |
The percentage for the highest range of managed asset value achieved applies to all managed assets, not just managed assets within that range.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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