Overview
- Headquarters
- Miami, FL
- Total Firm Assets
- $5.2 billion
- Average High-Net-Worth Client Portfolio Size
- $21.1 million
- Stated Minimum Account Size
- $10,000,000
Recent Rankings
Forbes 2025: 81
Forbes 2024: 84
Fee Disclosure
Source: GENTRUST PART 2A BROCHURE MARCH 2025 (2025-03-27)
· View brochure text
Latest filing: GENTRUST PART 2A BROCHURE MARCH 2026 (2026-03-26)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | Below minimum client size | |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 96.06%
- Number of High-Net-Worth Clients
- 237
- Total Client Accounts
- 1,527
- Discretionary Accounts
- 1,413
- Non-Discretionary Accounts
- 114
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 158369
- GENTRUST PART 2A BROCHURE MARCH 2026 (2026-03-26) · View brochure text
- GENTRUST PART 2A BROCHURE MARCH 2025 (2025-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗