Dino Dionne is a registered investment advisor at Genesis Capital Group LLC, based in New York, NY, with 8 years of industry experience. Dino operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 30 clients with $23M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Rates negotiable depending on the amount of assets brought to the firm. Also offers a monitoring service for accounts held at third-party custodians, with a fee of 1% of the account value, also negotiable.
Fee Estimator
Location
535 Fifth Avenue, 4th Floor, New York, NY, 10017
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2012Employment Separation After Allegations
May 2009Employment History
Current Registrations
Genesis Capital Group LLC
Previous Registrations
Edi Investment Advisor Corporation
National Asset Management, INC.
Chase Investment Services CORP.
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.