Geneva Financial Group LLC is an independent wealth management firm that provides customized investment management solutions. Geneva Financial Group acts as a fiduciary, offering objective advice and accepting no commissions. The firm builds diversified, tax-efficient portfolios tailored to clients’ goals and objectives.
Assets Under Management$7M
Clients25
Advisors2
Avg. per Client$280K
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable under special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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