David Klatt is a registered investment advisor at Genter Capital Management, based in Los Angeles, CA, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,072 clients with $4.5B 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 $200K | 2.00% |
| $200K - $400K | 1.50% |
| $400K - $3.0M | 1.00% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be discounted or negotiated. Fixed income accounts have a minimum account size of $1,000,000 and a fee of 0.50%.
Fee Estimator
Location
11601 Wilshire Boulevard, 25th Floor, Los Angeles, CA, 90405
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Genter Capital Management
State Registrations1 state
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