Genesis Botello is a registered investment advisor at Mccay Wealth Advisory LLC, based in Manchester, TN, with 2 years of industry experience. Genesis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 876 clients with $500M 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 $1.0M | 1.40% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 1.00% |
Fees are negotiable and may be lower than the standard fee shown. Consulting services are included in these fees with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
624 N Woodland Street, Manchester, TN, 37355
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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
Mccay Wealth Advisory LLC
State Registrations1 state
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