GenTrust, LLC

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    Finance
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About GenTrust, LLC



Private investment advising business GenTrust Wealth Management serves high-net-worth individuals, families, and institutions. Established in Miami with offices in New York and Puerto Rico, the business is known for its client-focused wealth management. GenTrust provides investment management, financial planning, and estate planning suited to customers’ needs.

More Information

  • Address (Miami) 1450 Brickell Avenue, Suite 3050 Miami, FL 33131
  • Address (New York) 500 Fifth Avenue, 49th floor New York, NY 10110
  • Address (Puerto Rico) Edificio American International Plaza 250 Ave. Muñoz Rivera Suite 940 San Juan, Puerto Rico 00918

GenTrust, LLC

  • category
    Finance
  • Views
    53
  • Reviews
    0

3

trust score

2.9

brand audit

N/A

user’s score

0

user reviews

Medium risk
SpecializationAsset Management Founding Principal #1Jim Besaw, CFA Founding Principal #2George Perez, CIMA Founding Principal #3Gui Socarras
Featured in the News?No X (Twitter)@gentrustwm Linkedin@gentrust-llc FacebookNo
InstagramNo Regulatory AuthoritySEC Adverse MediaNone Suspicious Claims Yes
Regulatory Action RiskMedium Money Laundering RiskLow Misrepresentation RiskMedium Received Negative Reviews?Yes
An overview on GenTrust, LLC
GenTrust Wealth Management is a private investment advisory firm that caters to the financial needs of high-net-worth individuals, families, and institutional clients. Headquartered in Miami with additional offices in New York and Puerto Rico, the firm is renowned for its client-centric approach to wealth management. GenTrust offers a comprehensive suite of services that include investment management, financial planning, and estate planning, all tailored to the specific requirements and goals of their clients. The team at GenTrust consists of experienced financial professionals who leverage their deep market knowledge and a broad array of investment tools to manage assets effectively. They emphasize transparency, integrity, and a rigorous analytical approach in all their dealings. By fostering a collaborative environment, they work closely with clients to develop and implement strategies that are both innovative and forward-thinking. This approach has helped GenTrust build a reputation for delivering exceptional service and achieving significant financial outcomes for their clients.
User score
N/A
Trust
experience
service
ethics
Pros
  • Highly experienced team
Cons
  • Faced serious allegations
  • Suspicious claims
  • Unreliable marketing
1 RED FLAGS FOR GenTrust, LLC

GenTrust, LLC has a consumer rating of N/A stars from 0 consumer complaints and reviews indicating that most customers are NOT satisfied with their experience. Consumers unhappy with GenTrust, LLC most frequently mention bad support and high costs.

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critical intel on GenTrust, LLC

Complaint Against GenTrust Wealth Management

GenTrust, LLC has received a very scathing review on a user-review platform alleging they have “incompetent financial advisors who don’t own up to their mistakes”. The reviewer complains that the team at GenTrust fails to deliver the returns it had promised.

The reviewer says that their experience with GenTrust and its advisors was rather disappointing. Their returns were unsatisfactory. Despite others making impressive profits, the user was deprived of those profits due to the incompetence of their financial advisors. The user did not recommend working with that wealth management firm.

They worked with their service providers in their career. However, according to them, they had never worked with such an incompetent bunch of people before. Allegedly, the individuals at GenTrust displayed a lack of attention to detail and a lack of competence.

Posted in2023 Content TypeUser Review Sentiment AnalysisNegative Allegation #1Poor Customer Service
Allegation #2Unresponsive Staff Allegation #3Misrepresentation SERP>10 Search VisibilityLow

Top 3 negative keyword association :

  • Incompetent
  • not recommended
  • avoid

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GenTrust, LLC has a consumer rating of N/A stars from 0 consumer complaints.

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