Assets Under Management
$175.2M
Number of Clients
229
Number of Advisors
6
Average Client AUM
$765K
AUM per Advisor
$29.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Genesis Wealth Advisors offers investment advisory services, including wealth management, customized investment solutions, and financial planning. They work with individuals, high-net-worth individuals, charitable organizations, and retirement plans. Services include investment management, retirement planning, estate planning analysis, and insurance needs analysis.
| Assets Under Management | 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 sole discretion of the Advisor.
400 Washington Street, Suite 308, Braintree, MA, 02184