Genesis Asset Management Group (GAMG) provides investment management and financial planning services. For investment management, GAMG works with clients to determine their goals, risk tolerance, and time horizon, then creates a tailored investment strategy. GAMG also offers financial planning services covering topics like retirement, cash flow, and estate preservation. GAMG also offers discretionary asset management services to Clients on the AssetMark, Inc. platform.
Assets Under Management$87M
Clients136
Advisors1
Avg. per Client$640K
Avg. per Advisor$87M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Fees are negotiable. GAMG also offers discretionary asset management services to Clients on the AssetMark, Inc. platform. The fees payable to GAMG will not exceed 1.60% of assets under management. The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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