William Klepper is a registered investment advisor at Genter Advisors LLC, based in Los Angeles, CA, with 21 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 581 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be discounted or negotiated. Genter Advisors may require a minimum fee on smaller accounts.
Fee Estimator
Location
11601 Wilshire Blvd., 25th Floor, Los Angeles, CA, 90025-1770
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is a teacher at California Lutheran University and Keller Graduate School. These activities are not investment-related.
Employment History
Current Registrations
Genter Advisors LLC
Genter Capital Management
Previous Registrations
Oakwood Capital Management LLC
State Registrations1 state
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