Genesee Capital Advisors offers investment advice to individuals, high net worth individuals, trusts, retirement plans, and businesses. Genesee manages investment portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds. They also provide financial planning services tailored to client goals, including retirement planning, education savings, and charitable giving. Genesee acts as a fiduciary, committed to acting in the client's best interest.
Fee Structure
Genesee Capital Advisors' investment management fees range from 0.05% to 1.75% annually, based on factors like the complexity of services, the amount of assets managed, and the overall client relationship. Fees are paid quarterly, in advance, based on the value of your portfolio at the end of the previous quarter. Fees may be negotiable.