TrueAdvisor
TrueAdvisor
NG
ChFC
NG
ChFC

Nicole Geniesse

Johnson Wealth INC.
18 Years of Experience
Green Bay, WI
Sells Insurance
View SEC Summary
View SEC Summary

Nicole Geniesse is a ChFC-designated registered investment advisor at Johnson Wealth INC., based in Green Bay, WI, with 18 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,412 clients with $10B in assets under management.

Johnson Wealth INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
72 advisors
Number of Clients
2,412 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$10.3B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.85%
$4.0M - $8.0M0.70%
$8M+0.60%

Fees are negotiable for certain clients and custom fee structures may apply. Third-party managers engaged through program administrators may charge an additional 0.40% to 0.75%.

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

Location

318 South Washington Street, Green Bay, WI, 54301

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History

Regulatory History
Clean regulatory record

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.

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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.
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
BMO Harris Financial Advisors, INC
August 2012 - May 2014 · 1 yr 9 mos
M&i Financial Advisors, INC.
April 2012 - August 2012 · 4 mos
M&i Investment Management CORP.
April 2010 - April 2012 · 2 yrs
M&i Financial Advisors, INC.
September 2005 - March 2010 · 4 yrs 6 mos
State Registrations1 state
WI
Advisor

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.

Exams
No exam information available for this advisor.
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