Genesis Wealth Management Group offers personalized financial planning, investment management, and utilizes third-party investment managers. Services include determining financial objectives, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Genesis is a fee-based firm; its members are also independent insurance agents and/or representatives of a broker-dealer and sell insurance and securities products for commissions.
Assets Under Management$35M
Clients207
Advisors4
Avg. per Client$170K
Avg. per Advisor$8.9M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1000K | 0.75% |
| $1M+ | 0.65% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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