Gencap Portfolio Management fees and pricing
Financial planner in Tiburon, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 12, 2026, Gencap Portfolio Management charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The negotiated hourly fee for these services is $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gencap Portfolio Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of FRA LLC's fees within five business days of signing the Investment Advisory Contract.”
- “The fees will not exceed any limit imposed by any regulatory agency. 4 Financial Planning Fees Clients may terminate the agreement without penalty for a full refund of FRA LLC's fees within five business days of signing the Financial Planning Agreement.”
- “Fees are charged in arrears upon completion.”
How Gencap Portfolio Management’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- None of the 2 other planners in Tiburon that publish an hourly rate charge less.
About Gencap Portfolio Management
- Firm size: 8 employees.
- Registered as an adviser: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.1% a year
- Clients
- 176
- Employees
- 8
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and other investment advisers
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $420,428,246
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 269910
- Phone
- (415) 797-6003
Can advise clients in 2 states: California, Texas
Other planners in Tiburon that publish fees
- Fata FinancialTiburon$500/hr
- Ring Mountain Capital, LLCTiburon$1,250/hr, $1,500-$7,500
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.