Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: GenTrust discloses a maximum, individually negotiated rate of 1.5% in its Form ADV Part 2A (March 2026). Converted to dollars, that runs $7,500 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (March 2026): “GenTrust’s investment advisory fee is agreed upon individually with each client, Financial Intermediaries and Financial Intermediary Clients. 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. Account values are determined by the client’s custodian or other independent third-party sources. The annual base fee varies (up to 1.50%) depending upon the market value of the assets under management and the type of investment management services to be rendered.”
Note: CRD 158369 independently re-verified ACTIVE/isSECRegistered=Y, SEC-approved since 10/5/2011, Miami HQ. GenTrust managed $5,202,073,997 in total assets as of December 31, 2025. The brochure states a general $10,000,000 account minimum, waivable at GenTrust’s discretion; the fee itself is a single individually-negotiated rate capped at 1.50% with no separate schedule tied to account size, so it is used as stated for all four benchmark balances.
The published maximum: 1.5% per year.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,750 | 1.50% |
| $500,000 | $7,500 | 1.50% |
| $1,000,000 | $15,000 | 1.50% |
| $2,000,000 | $30,000 | 1.50% |
GenTrust’s fee is a single negotiated rate capped at 1.50% of assets under management, so each benchmark balance is multiplied by 1.50%; the brochure states no minimum dollar fee or breakpoint discount for this fee.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, GenTrust’s own published maximum rate runs up to $7,500 a year.
Comparing GenTrust against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (March 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027520
- SEC Investment Adviser Public Disclosure, GenTrust, LLC (CRD #158369): https://adviserinfo.sec.gov/firm/summary/158369
- GenTrust, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/158369/PDF/158369.pdf
Methodology. This page was built September 28, 2026, drawing on GenTrust’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving GenTrust instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full GenTrust review.
Is GenTrust a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See GenTrust’s minimum investment, straight from its own Form ADV Part 2A brochure.
How does this compare? See the annual fee on $500,000 at 165 advisory firms, each from the firm’s own filing.