RNC Genter Capital Management Review


Trust Score 85%
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RNC Genter Capital Management, federally registered in 1998, is a Registered Investment Advisor (RIA) in 47 state(s) with a licensed staff of 25 advisors. RNC Genter Capital Management manages $4 billion and provides investment advisory services for 526,552,069 clients (1:21062083 advisor/client ratio).

RNC Genter Capital Management requires a $1,000,000 minimum investment and charges a blended rate between 2.00% and 0.75% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 21062083 clients (industry average 1:50)
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $1,000,000
Minimum Annual Fee $0
Average Account AUM $7
Hybrid Advisor No
Disciplinary History No
Total AUM $4 billion
Advisor / Client Ratio 1:21062083
Headquarters Los Angeles, CA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $200,000 2.00%
$200,001 to $400,000 1.50%
$400,001 to $5,000,000 1.00%
$5,000,001+ 0.75%


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