Paul Stone is a registered investment advisor at Genesis Wealth Advisors, LLC, based in Stoughton, MA, with 12 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 231 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Genesis Wealth Advisors offers investment management services through its Fundamental Wealth Management Services (FWMS) and Institutional Wealth Management Services (IWMS). Fees are based on a percentage of your portfolio's value and are paid quarterly, in advance.
For FWMS:
- Up to $1,000,000: 1.00% per year
- $1,000,001 to $4,000,000: 0.90% per year
- $4,000,001 to $7,000,000: 0.80% per year
- $7,000,001 to $10,000,000: 0.70% per year
- Over $10,000,000: 0.50% per year
A minimum of $250,000 of assets is required for FWMS, which may be negotiable.
For IWMS:
- Up to $1,000,000: 0.75% per year
- $1,000,001 to $4,000,000: 0.65% per year
- $4,000,001 to $7,000,000: 0.55% per year
- $7,000,001 to $10,000,000: 0.45% per year
- Over $10,000,000: 0.35% per year
A minimum of $1,000,000 of assets is required for IWMS, which may be negotiable.
Additional services may be added for a fee ranging from 0.10% to 0.50% per year.
Location
532 Page Street, Stoughton, MA, 02072
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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
Paul is an insurance producer in Massachusetts. This requires a few hours per week.
Employment History
Current Registrations
Genesis Wealth Advisors, LLC
State Registrations2 states
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