Genesis Advisors, LLC is a registered investment advisor based in Fishers, Indiana, offering personalized investment management and financial planning services. Genesis Advisors helps clients build tailored investment portfolios using primarily passive strategies, such as index mutual funds and exchange-traded funds, aligned with their goals and risk tolerance. In addition to managing investments, Genesis Advisors provides comprehensive financial planning covering retirement, tax strategies, estate planning, cash flow and debt management, college savings, employee benefits, insurance, and business consulting. Genesis Advisors works with individuals, families, trusts, estates, charitable organizations, and business entities. The firm does not have a minimum investment requirement to open an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Firm also offers a flat fee schedule of 1.00% for all accounts. Fees are negotiable and paid quarterly in advance.