Advisor at Genter Capital Management
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Firm
Genter Capital Management
Location
Los Angeles, CA 90025
Credentials
Series 63, Series 65
Industry experience
25 years
Charles Warner is a financial advisor at Genter Capital Management with 25 years of industry experience. He has been with Quasar Distributors, LLC since 2001. Warner holds Series 63 and Series 65 licenses. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, including municipal bonds, and manages a registered dividend income fund as well as multiple ETFs.
Based on Genter Capital Management
One-time set up fee of $250
$0 - $200,000: 2.00% $200,000 - $400,000: 1.50% $400,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 1.00% $5,000,000+: 0.75% $1,000,000+: 0.50% (Fixed Income Accounts)
Account minimum: $1,000,000 Minimum fee: $4,750 annual minimum fee for accounts below the standard minimum Fee-only: Management fees as described; no commissions charged by firm (fee-only advisory)
11601 Wilshire Blvd., 25 Th Floor
Los Angeles, CA 90025
California
Quasar Distributors, LLC
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
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Joseph C. Longo, Attorney At Law
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