Genter Capital Management manages investments for clients using common stocks of large and medium-sized companies, government fixed income, and investment-grade corporate and municipal fixed income. Genter Capital offers a range of portfolio strategies to meet different risk profiles. Genter Capital also acts as a sub-advisor or provides model portfolio recommendations to other investment advisors.
Assets Under Management$4.5B
Clients4,072
Advisors17
Avg. per Client$1.1M
Avg. per Advisor$270M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$4,750
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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