The GenWealth Group manages investment portfolios and provides personalized financial planning services for individuals and families. The firm primarily builds portfolios using exchange-traded funds and also offers automated investment programs, retirement planning, and insurance analysis. The team tailors its investment strategies to meet each client's specific risk tolerance, time horizon, and goals. The GenWealth Group specializes in working with individuals and high-net-worth clients, typically those with investable assets between $1,000,000 and $3,000,000.
Assets Under Management$660M
Clients301
Advisors5
Avg. per Client$2.2M
Avg. per Advisor$130M
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 with $500,000 or more receive a 10% discount on their first year advisory fee. Minimum annual fee of $6,250 applies per household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...