William Kinkel
William Kinkel is a registered investment advisor at Genesis Wealth Management Group, LLC, based in East Alton, IL, with 8 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 207 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1000K | 0.75% |
| $1M+ | 0.65% |
Fees are negotiable based on various criteria.
Fee Estimator
Location
1 Terminal Drive, Suite A, East Alton, IL, 62024
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an insurance agent since 2021, dedicating a few hours per week to insurance sales. He also works full-time as a general supervisor at Ameren Missouri since 1981, focusing on operations management.
Employment History
Current Registrations
Genesis Wealth Management Group, LLC
Previous Registrations
Sicor Securities INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.