Reid Mortensen
Reid Mortensen is a registered investment advisor at Genesis Wealth Management Group, LLC, based in Alton, IL, with 14 years of industry experience. Reid 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
307 Henry Street #311, Alton, IL, 62002
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2004Other Business ActivitiesSells Insurance
Reid is an independent insurance agent with Genesis Insurance & Financial Advisors, LLC, dedicating about half their time to this activity.
Employment History
Current Registrations
Genesis Wealth Management Group, LLC
State Registrations3 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.