AB
CFP
AB
CFP

Adrian Baldeon

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
229 clients
Average Client Portfolio
$765K average
Assets Under Management
$175.2M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $4.0M0.90%
$4.0M - $7.0M0.80%
$7.0M - $10.0M0.70%
$10M+0.50%

Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

400 Washington Street, Suite 308, Braintree, MA, 02184

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History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Genesis Wealth Advisors, LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Adviser Investments
April 2022 - February 2023 · 10 mos
USA Financial Securities Corporation
August 2019 - March 2022 · 2 yrs 7 mos
USA Financial Securities CorporationBroker
June 2019 - March 2022 · 2 yrs 9 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.