The Gensler Group Review


Trust Score 84%
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The Gensler Group, federally registered in 2015, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 2 advisors. The Gensler Group manages $281.0 million and provides investment advisory services for 349 clients (1:175 advisor/client ratio).

Investment advisory fees may vary. Please contact an adviser.

Benefits


  • Firm uses a transparent fee-only model
  • Communications sent to the firm’s website are secure and encrypted
  • Firm does not have a disciplinary history

Considerations


  • Firm works with a lesser-known custodian
  • There is only one licensed advisor for every 175 clients (industry average 1:50)
  • Firm has less than $1B in assets under management

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Investment advisory fees may vary. Please contact an adviser.
Minimum Investment $500,000
Minimum Annual Fee $0
Average Account AUM $805,061
Hybrid Advisor Yes
Disciplinary History No
Total AUM $281.0 million
Advisor / Client Ratio 1:175
Headquarters Coronado, CA
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