Jamie Payne
Jamie Payne is a registered investment advisor at Genesis Wealth Management Group, LLC, based in Bunker Hill, IL, with 3 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 207 clients with $35M 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 $750K | 1.00% |
| $750K - $1000K | 0.75% |
| $1M+ | 0.65% |
Fees are negotiable based on various criteria.
Fee Estimator
Location
114 E Warren Street, Bunker Hill, IL, 62014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Genesis Wealth Management Group, LLC
State Registrations2 states
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