Nicole Geniesse
Nicole Geniesse is a ChFC-designated registered investment advisor at Johnson Wealth INC., based in Green Bay, WI, with 17 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,460 clients with $9.1B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.60% |
Fee schedule is blended with breakpoints. Fees are negotiable based upon the size and complexity of the engagement. Accounts converting from Johnson Bank typically retain original rates and calculation methodology.
Fee Estimator
Location
318 South Washington Street, Green Bay, WI, 54301
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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
Nicole is a SVP Wealth Advisor at Johnson Bank, working full-time as a portfolio manager. She is also licensed to sell certain insurance products and receives commission for referrals to Johnson Insurance, but spends minimal time on this activity.
Employment History
Current Registrations
Johnson Wealth INC.
Previous Registrations
BMO Harris Financial Advisors, INC
M&i Financial Advisors, INC.
M&i Investment Management CORP.
M&i Financial Advisors, INC.
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.