Geneva Partners offers continuous advice on investing client funds based on individual needs. They develop a personal investment policy and manage a portfolio based on client goals, risk tolerance, and liquidity needs. Geneva Partners manages accounts on a discretionary basis and can invest in various securities, including exchange-listed securities, over-the-counter securities, foreign issuers, corporate debt, certificates of deposit, municipal securities, mutual funds, and U.S. government securities.
Assets Under Management$390M
Clients571
Advisors9
Avg. per Client$680K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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