Genevieve Guys is a registered investment advisor at Pearl Planning, based in Dexter, MI, with 1 years of industry experience. Genevieve 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 1 more. Their firm serves 293 clients with $310M 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 $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are negotiable. At the firm's discretion, they will aggregate asset amounts in accounts from your same household together to determine the advisory fee for all your accounts.
Fee Estimator
Location
8031 Main Street, Suite 201, Dexter, MI, 48130
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Genevieve works as a Conservation Specialist at GLP & Associates, selling life insurance and fixed/indexed annuities since January 2024. This is a full-time commitment, including time during trading hours, and involves sales and servicing existing clients.
Employment History
Current Registrations
Pearl Planning
Previous Registrations
Advisory Services Network
Asset Allocation Strategies, LLC
State Registrations1 state
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.