Martin Conley is a registered investment advisor at Genesis Investments, based in Ooltewah, TN, with 9 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 273 clients with $110M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
273 clients
Average Client Portfolio
$412K average
Assets Under Management
$112.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable. Legacy clients (pre-August 2023) remain on their previous fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
9448 Bradmore Ln, Ste 212, Ooltewah, TN, 37363
Get directionsHistory
Regulatory History (1)
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Criminal
July 1993Final Disposition
Employment History
Current Registrations
Genesis Investments
May 2023 - Present · 3 yrs
Previous Registrations
Edward Jones
October 2016 - May 2023 · 6 yrs 7 mos
Edward JonesBroker
September 2016 - May 2023 · 6 yrs 8 mos
State Registrations2 states
GATN
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.