GenFi provides investment advice and financial planning to family groups, individuals, trusts, corporations, partnerships, retirement plans, and other entities. Services include investment strategy, portfolio management, financial planning, tax preparation, family office services, and tax and estate planning. GenFi manages investments based on your goals, risk tolerance, and financial situation.
Assets Under Management$45M
Clients74
Advisors1
Avg. per Client$610K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$11,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.85% |
| $10M+ | 0.50% |
Fees are negotiable. Minimum account management fee of $11,250.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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