Genesis Capital Group offers investment management and financial planning services to high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and small businesses. Services include determining financial objectives, identifying financial problems, cash-flow management, tax planning, insurance review, investment management, education and college funding, retirement planning, and estate planning. Genesis places trades for clients under a limited power of attorney.
Assets Under Management$23M
Clients30
Advisors1
Avg. per Client$750K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Rates negotiable depending on the amount of assets brought to the firm. Also offers a monitoring service for accounts held at third-party custodians, with a fee of 1% of the account value, also negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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