Navellier Genesis Management provides investment advisory services to a pooled investment vehicle (fund-of-funds). The firm selects professional money managers to manage the fund's assets, aiming to enhance returns and mitigate risk through diversification. Navellier Genesis manages accounts on a discretionary basis, making investment decisions based on the fund's partnership agreement and memorandum, not individual investor needs.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Also charges a performance-based fee equal to 10% of annual profits, subject to a high-water mark. Fees may be modified or waived for some investors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.