Carla Voss Genelly is a registered investment advisor offering personalized investment advice and portfolio management services. She works with individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. She determines your investment objectives, risk tolerance, and other relevant information to develop a suitable investment strategy. She offers both discretionary and non-discretionary portfolio management services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiated from time to time on size of account and length of relationship. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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