Our Relationship Summary (Form CRS)​

June 30, 2020


The Gensler Group (referred to as “we” or “us”) is registered with the Securities and Exchange Commission (“SEC”) as an investment adviser. Brokerage and investment advisory services and fees differ, and it is important for you to understand these differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.

What investment services and advice can you provide me?

We offer investment advisory services to retail investors. These services include asset management services, advisory programs through third-party advisors, financial planning services, and financial consulting services. When we provide asset management services, we manage your investments after we consult with you to understand your financial situation, goals, objectives and risk tolerance. We primarily use mutual funds when managing accounts; predominantly Dimensional Fund Advisors (DFA) mutual funds. However, we can assist you with other types of investments. We will monitor your asset management account at least quarterly. We manage your account on a discretionary basis if you have provided us with discretionary authority in our investment advisory agreement. The discretionary authority will remain in place until one of us terminates our relationship. If you choose non-discretionary services, we will recommend transactions to you, but you will make the ultimate decision regarding the purchase or sale of investments. For financial planning services we do not provide ongoing monitoring and we do not have discretion over your assets. We require $500,000 minimum to establish an account. However, we do make exceptions and you can bundle all accounts in your household to meet this minimum. Certain of the advisory programs through third-party advisors have account minimums.
Additional information about our investment advisory services is available in our Form ADV Part 2A Firm Brochure (see Items 4 and 7). If you are viewing a paper version of this form, please visit GenslerGroup.com/CRS for a hyperlink to this document.


  • Given my financial situation, should I choose an investment advisory service? Why or why not?
  • How will you choose investments to recommend to me?
  • What is your relevant experience, including licenses, education and other qualifications? What do these qualifications mean?

What fees will I pay?

We typically charge an asset-based advisory fee that is a percentage of your account, including cash holdings. We charge advisory fees quarterly in advance and you pay us this fee even if there are no transactions in your account. We have an incentive to increase the value of your account over time which will increase our fees. If you engage us solely for financial planning services, we charge a fixed fee that is determined when you engage us for services. The custodian that holds your assets will charge you a transaction charge when we buy or sell an investment for you. These transaction charges are in addition to our advisory fee. If we engage in frequent trading, you will pay more in transaction charges and this will negatively impact your account performance and increase the overall cost of your account. You will also incur, as applicable, charges imposed by the custodian or another third-party including, but not limited to: custodian fees; retirement account maintenance fees; fees related to mutual funds and exchange-traded funds; and other transactional fees and product-level fees. You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying.
Additional information about our investment advisory services is available in our Form ADV Part 2A Firm Brochure (see Items 5). If you are viewing a paper version of this form, please visit GenslerGroup.com/CRS for a hyperlink to this document.


  • Help me understand how these fees and costs might affect my investments. If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?

What are your legal obligations to me when acting as my investment adviser? How else does your firm make money and what conflicts of interest do you have?

When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Here are some examples to help you understand what this means.
Certain of our financial professionals (referred to as “professionals”) are registered representatives of a broker-dealer. These professionals may offer securities and receive commissions when doing securities transactions separate from offering investment advice through us. This is a conflict of interest if the professional recommends that you invest in a security which results in a commission being paid to the professional.
There is a conflict of interest regarding rollovers if you are a participant in an employer-sponsored retirement plan and request help from us when deciding whether to liquidate and withdraw funds from your plan and rollover the proceeds into an IRA. A conflict exists because we will only be compensated if you rollover the proceeds into an account that we manage. Therefore, we have a financial incentive to recommend one option over another.
Additional information about our conflicts of interest is available in our Form ADV Part 2A Firm Brochure. If you are viewing a paper version of this form, please visit GenslerGroup.com/CRS for a hyperlink to this document.


  • How might your conflicts of interest affect me, and how will you address them?

How do your financial professionals make money?

Our revenue is derived from the advisory fees we collect. Our professionals are paid a salary for servicing client accounts as well as a portion of the advisory fees that we collect for accounts that they service. The professionals are also eligible for a discretionary bonus based on the profitability of our firm. Our professionals also receive non-cash compensation from product sponsors such as: nominal gifts, an occasional dinner or ticket to a sporting event, or reimbursement for educational meetings or marketing or advertising initiatives.

Do you or your financial professionals have legal or disciplinary history?

No. You may visit Investor.gov/CRS, for a free and simple search tool to research us and our financial professionals.


  • As a financial professional, do you have any disciplinary history? For what type of conduct?

Additional information

You can find additional information about our investment advisory services on the SEC’s website at www.adviserinfo.sec.gov by searching our CRD # 110543. You may also contact our firm at (619)-554-1300.


  • Who is my primary contact person? Is he or she a representative of an investment adviser or a broker-dealer?
  • Who can I talk to if I have concerns about how this person is treating me?

Copyright © The Gensler Group 2020

The financial consultants at The Gensler Group are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IN, KS, KY, MI, MT, NC, NM, NV, NY, OK, OR, PA, TX, UT, VA, WA, WI. Investment advice offered through The Gensler Group, a Registered Investment Advisor and separate entity from LPL Financial.

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