Gineris Wealth Management offers investment advice and financial planning to individuals and businesses. Investment advice is tailored to client needs. Gineris uses sub-advisors and participates in SEI programs. Financial planning covers budgeting, tax, education, retirement, and estate planning. Gineris also offers access to third-party asset management programs (TAMPs).
Assets Under Management$72M
Clients249
Advisors2
Avg. per Client$290K
Avg. per Advisor$36M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1000K | 0.35% |
| $1M+ | 0.25% |
Clients will also be charged SEI's annual integration fee (up to 0.15%) and SEI's annual advisory fee (generally 0.35%). The maximum fee a client could be charged for portfolio management, while using an SEI program(s) is 1.10% in addition to the maximum fee charged by Gineris.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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