Daniel Duval

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.