Genesis Wealth Advisors provides customized investment management and comprehensive financial planning services for individuals, high-net-worth individuals, charitable organizations, and retirement plans. Genesis Wealth Advisors operates as a fiduciary, legally required to act in your best interest, and builds long-term portfolios using a fundamental analysis approach. Services include model and custom portfolio management, retirement planning, tax planning, estate planning, education needs planning, and insurance analysis. Investment management accounts are primarily managed with the authority to make trades without asking first. Clients are generally required to have a minimum of $250,000 in investable assets for individual wealth management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.90% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable at the firm's discretion. Additional services may incur an extra fee ranging from 0.10% to 0.50%.