Saundra Genoni is a registered investment advisor at Steel Tower Investments, based in Malvern, PA, with 32 years of industry experience. Saundra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 68 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard fee is 1.5% of assets under management, but may be negotiated up or down based on individual circumstances. Fees will not exceed 2%.
Fee Estimator
Location
Malvern, PA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2022Other Business Activities
Saundra owns the controlling interest in Cobra Black II, LLC, which loaned money to a startup company in 2021. She spends minimal time on this role and is not compensated beyond her ownership interest.
Employment History
Current Registrations
Steel Tower Investments
Previous Registrations
Wick Capital Partners, LLC
Triad Advisors LLCBroker
Triad Hybrid Solutions, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.