Advisor at Genter Capital Management
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Firm
Genter Capital Management
Location
Los Angeles, CA 90025-1770
Credentials
CFA®
Industry experience
14 years
Glen Nam is a CFA® charterholder with 14 years of industry experience. He has been with Genter Capital Management since 2011. The firm provides continuous investment supervisory services to a diverse client base including individuals, high net worth households, pension plans, foundations, trusts, corporations, and government entities. Genter Capital Management combines fundamental company and industry analysis with quantitative fixed income techniques and manages equity and fixed-income strategies, including municipal bonds, across a registered fund and several 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 90025-1770
California
RNC Genter Capital Management
2011 - Present (15 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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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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