Genesis Advisors manages investment portfolios based on each client's individual needs and goals. They also offer financial planning services covering areas like retirement, taxes, estate planning, and insurance. Genesis primarily uses passive investment strategies with index mutual funds and exchange traded funds.
Assets Under Management$120M
Clients132
Advisors4
Avg. per Client$920K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Firm offers two fee schedules: flat fee and tiered fee. The tiered fee schedule is as follows: Less than $250,000: 1.25% $250,000 to $750,000: 1.00% $750,001 to $2,000,000: 0.85% $2,000,001 to $5,000,000: 0.75% Greater than $5,000,000: 0.50% Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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