Rnc Genter Capital Management

CRD#108618
Investment Advisor Firm

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Overview

Rnc Genter Capital Management is an advisory company headquartered in Los Angeles, California. The company handles $4.1 billion in assets across 3,812 accounts, placing it among the largest firms in the country by assets under management (AUM). The company has an average-sized group of 67 employees, including 13 financial advisors. Rnc Genter Capital Management is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are exchangable financial investments like equities, bonds and options.

Rnc Genter Capital Management manages all of the company's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell choices are made by a portfolio manager without requiring client authorization. The firm's typical account size is $1.1 million. An average advisor at Rnc Genter Capital Management oversees about 293 client accounts.

The firm's main office is at 11601 Wilshire Blvd., 25Th Floor, Los Angeles, California 90025-1770. The firm is legally permitted to provide services to investors throughout 48 U.S. states and territories.

Assets Under Management

$4.1 billion

Number of Advisors

13

Disclosures

No

Office Location

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

Rnc Genter Capital Management by the Numbers

Total Assets Under Management

$4.1 billion

National Average: $3.7 billion
Total Number of Employees

67

National Average: 29
Total Number of Accounts

3,812

National Average: 2,073
Average Account Size

$1.1 million

National Average: $1.8 million

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Fee Structure

Fees for financial management depend on which service is provided. However, fees billed by Rnc Genter Capital Management can include some combination of the following fee structures: asset-based or other. Rnc Genter Capital Management participates in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 12% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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Types of Clients

The company does business with a broad range of clients. It caters to retail investors, high net worth investors, investment companies, pension plans, charitable organizations, state or municipal government entities, corporations and other. Out of its 3,812 accounts, Rnc Genter Capital Management's biggest client group by number of accounts is retail investors, although it also manages money for 1,390 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are represented by non-U.S. persons.

  • High-Net-Worth Individuals* - 36.46%
  • Other Individuals - 58.76%
  • Corporations - 4.62%
  • Charitable Organizations - 0.16%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Rnc Genter Capital Management does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Rnc Genter Capital Management

Brandon Tuott
Los Angeles, CA
Brian Elliott
Los Angeles, CA
William Klepper
Los Angeles, CA
Catherine Marshall
Los Angeles, CA
Alexander Tran
Los Angeles, CA
Cameron Lavey
Los Angeles, CA
Robert Hunt
Los Angeles, CA
Glen Nam
Los Angeles, CA
Charles Robb
Los Angeles, CA

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This content was compiled from the SEC and FINRA