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Dino Dionne

Genesis Capital Group LLC
9 Years of Experience
Boca Raton, FL
2 Disclosures
View SEC Summary
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Dino Dionne is a registered investment advisor at Genesis Capital Group LLC, based in Boca Raton, FL, with 9 years of industry experience. Dino operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 30 clients with $23M in assets under management.

Genesis Capital Group LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$750K average
Assets Under Management
$22.5M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.50%
$5.0M - $10.0M1.50%
$10M+1.00%

Fees are negotiable depending on the amount of assets brought to the firm. Monitored accounts held with third-party custodians are charged a flat 1% fee.

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

Location

Boca Raton, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2012
Denied
Employment Separation After Allegations
May 2009
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Genesis Capital Group LLC
October 2021 - Present · 5 yrs
Previous Registrations
Edi Investment Advisor Corporation
May 2010 - September 2011 · 1 yr 4 mos
National Asset Management, INC.
December 2007 - September 2008 · 9 mos
Chase Investment Services CORP.
June 2005 - December 2007 · 2 yrs 6 mos
State Registrations1 state
NY
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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