The GenWealth Group offers investment advice tailored to clients' needs and objectives. Services include discretionary portfolio management and financial planning, ranging from broad-based to single-subject planning. They also offer an automated investment program through Schwab. The firm primarily advises on ETFs and may use insurance products when suitable. Financial plans are based on the client's current situation and information provided.
Assets Under Management$480M
Clients261
Advisors5
Avg. per Client$1.9M
Avg. per Advisor$97M
www.facebook.com/thegenwealthgroup ·www.linkedin.com/company/the-genwealth-group ·thegenwealthgroup.com
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Seton Hall Alumni who engage with the Company for investment advisory services with assets of $500,000 or more receive a 10% discount on their first year advisory fee. The minimum annual fee of $6,250 is waived for clients in the automated investment program.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...