George Perez is a registered investment advisor at Gentrust, based in Miami, FL, with 29 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 308 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
1450 Brickell Avenue, Suite 3050, Miami, FL, 33131
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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 →Employment History
Current Registrations
Gentrust
Previous Registrations
Old City Securities LLCBroker
J.H. Darbie & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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