Gentrust fees and pricing
Financial planner in Miami, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Gentrust charges a quarterly fee of $1,000-$150,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $1,000-$150,000/qtr
“These fees are negotiable but generally range from $1,000 to $150,000 per quarter, depending on the level and scope of services and the professional providing financial planning and/or consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gentrust bills
Payment and refund terms, quoted from the fee section of the brochure.
- “GenTrust provides investment management services for an annual fee, billed quarterly in advance on a pro-rata basis.”
- “In general, GenTrust’s annual base fee (“base fee”) is prorated and charged quarterly in advance, based on the market value of the assets (including cash balances) managed by GenTrust on the last day of the previous quarter.”
- “The Base Fee in the first quarter of any new account shall be prorated from the inception date to the end of the first quarter.”
About Gentrust
“GenTrust provides wealth management, investment management, financial planning, and consulting services. Financial Planning, Consulting, and Concierge Services GenTrust offers clients a broad range of comprehensive financial planning, consulting, and concierge services.”
- Firm size: 40 employees.
- Registered as an adviser: 2011 (15 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 264
- Employees
- 40
- Works with
- Individuals, high net worth individuals, sovereign wealth funds, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $5,202,073,997
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 158369
- Phone
- (305) 677-6688
Can advise clients in 15 states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Massachusetts, Maryland, New Hampshire, New Jersey, New York, Texas, Virginia, Vermont
Other planners in Miami that publish fees
- Amida Wealth Advisors, LLCMiami$1,000-$30,000, $1,750-$2,500/yr
- Andromeda Wealth LLCMiami$250/hr, $500-$2,000
- Brickell Financial Group LLCMiami$200-$1,500
- Camerondowning, Inc.Miami$300/hr, $1,500-$5,000
- Campos FinancialMiami$200/hr, $200-$2,000
- Cela Wealth ManagementMiami$2,500-$12,000
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.