Assets Under Management

$163.2M

Number of Clients

581

Number of Advisors

7

Average Client AUM

$281K

AUM per Advisor

$23.3M

Compensation

Fee-Only (AUM)

About This Firm

Genter Advisors LLC provides continuous advice to clients about the investment of funds based on individual needs and objectives. They also offer a separate account management program for clients investing $250,000 or more, potentially selecting Genter Capital Management to manage assets.

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M1.00%
$5M+0.75%

Fees may be discounted or negotiated at Genter Advisors discretion. Genter Advisors occasionally accepts smaller accounts at its discretion but may require a minimum fee on such accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$500
Areas of Practice
Investment ManagementHigh Net Worth
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Location

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

7 Advisors at this firm