Genesis Wealth Management Group provides personalized financial planning, investment management, and third-party money manager selection for individuals, trusts, estates, and charitable organizations. The firm assists clients with retirement planning, cash flow management, tax strategies, insurance reviews, education funding, and estate planning. Genesis offers both discretionary and non-discretionary portfolio management, partnering with external platforms and money managers such as Envestnet, SEI, Morningstar, Gradient Investments, and Severin Investments. Additionally, the firm provides retirement plan consulting services for employers. Genesis operates as a fee-based registered investment advisor and does not sell commissioned investment products directly, though its members also work as independent insurance agents.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.0M | 0.75% |
| $1M+ | 0.65% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee. Non-discretionary accounts are charged a flat 1.00% fee. Various third-party managers and platforms have their own separate fee schedules.