Sébastien Genest-Roy is a registered investment advisor at Giverny Capital, based in Montreal, with 5 years of industry experience. Sébastien operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,042 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable under certain circumstances. Current client relationships may exist where the management fees are higher or lower than the fee listed above.
Fee Estimator
Location
759, Square-Victoria Street, Suite 105, Montreal, H2Y 2J7
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Giverny Capital
State Registrations1 state
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