RV
CFA
RV
CFA

Rajiv Vyas

10 Years of Experience

Rajiv Vyas is a CFA-designated registered investment advisor at Genter Capital Management, based in Los Angeles, CA, with 10 years of industry experience. Rajiv 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
Fee-Only (% of Portfolio)
Firm Size
17 advisors
Number of Clients
4,072 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$4.5B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$4,750
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K2.00%
$200K - $400K1.50%
$400K - $3.0M1.00%
$3.0M - $5.0M1.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11601 Wilshire Blvd., 25th Floor, Los Angeles, CA, 90025-1770

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Genter Capital Management
March 2020 - Present · 6 yrs 1 mo
Previous Registrations
Mtb Investment Advisors, INC.
August 2006 - November 2010 · 4 yrs 3 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Rajiv Vyas - Financial Advisor | TrueAdvisor