Genesis Marketing Group

Fixed/Hourly

Genesis Marketing Group operates as a solicitor and marketing firm that connects third-party asset managers with institutional investors, pension plans, and high-net-worth individuals. Founded in 1993, Genesis Marketing Group provides services such as identifying prospective clients, scheduling presentations, developing sales materials, and assisting with requests for proposals. Genesis Marketing Group does not manage client portfolios, provide financial planning, or exercise discretionary authority over investments. Instead, the firm acts entirely as a business development partner for asset managers, earning compensation through retainers and a percentage of the management fees collected by those asset managers.

Assets Under ManagementN/A
Clients3
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Hourly Rate:$100/hr
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Location

2 Advisors at this firm

Genesis Marketing Group - Fees, AUM & Advisors | TrueAdvisor