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CFP
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CFP

Mario Yngerto

Genesis Wealth Management, INC.
35 Years of Experience
Coral Gables, FL
1 Disclosure
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Mario Yngerto is a CFP-designated registered investment advisor at Genesis Wealth Management, INC., based in Coral Gables, FL, with 35 years of industry experience. Mario operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 107 clients with $91M in assets under management.

Genesis Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
107 clients
Average Client Portfolio
$851K average
Assets Under Management
$91.1M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee charged will not exceed 1.00%. Fees are generally not negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2525 Ponce De Leon Blvd., Suite 300, Coral Gables, FL, 33134

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History

Regulatory History (1)
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Regulatory
January 1990
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Genesis Wealth Management, INC.
May 2011 - Present · 15 yrs 5 mos
Previous Registrations
Self Worth Financial Planning LLC
January 2011 - November 2011 · 10 mos
Securities America Advisors, INC.
November 2003 - June 2010 · 6 yrs 7 mos
Securities America, INC.Broker
October 2003 - June 2010 · 6 yrs 8 mos
Veravest Investment Advisors, INC.
June 2001 - November 2003 · 2 yrs 5 mos
Veravest Investments, INC.Broker
January 2000 - October 2003 · 3 yrs 9 mos
Prime Capital Services, INC.Broker
February 1999 - December 1999 · 10 mos
Rushmore Securities CorporationBroker
May 1996 - January 1999 · 2 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
December 1993 - January 1994 · 1 mo
Northwestern Mutual Investment Services, INC.Broker
January 1993 - May 1995 · 2 yrs 4 mos
Pruco Securities CorporationBroker
June 1991 - May 1992 · 11 mos
The Prudential Insurance Company of AmericaBroker
June 1991 - May 1992 · 11 mos
Corporate Securities Group, INC.Broker
June 1989 - September 1989 · 3 mos
Dellenger & Lenquist, INC.Broker
May 1989 - June 1989 · 1 mo
Profile Investments CorporationBroker
November 1987 - April 1989 · 1 yr 5 mos
The Stuart-James Company, INC.Broker
January 1987 - September 1987 · 8 mos
State Registrations3 states
FLLATX
Advisor

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Exams
No exam information available for this advisor.
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