Genereux Investment Management offers personalized investment advice, including financial planning and portfolio management. They help clients with risk management, asset allocation, and investment implementation using various securities. Financial planning is included with investment management services, covering retirement, cash management, insurance, estate planning, and charitable giving. They also offer sub-advisory services through SpiderRock Advisors for high-net-worth clients with concentrated stock positions.
Assets Under Management$130M
Clients77
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on account size, complexity, pre-existing relationships, or referrals.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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