Genesis Investments provides investment advice to individuals and other clients. As a fiduciary, Genesis Investments acts in the client's best interest. Services include comprehensive portfolio management using stocks, bonds, ETFs, and mutual funds, and retirement plan consulting for employer plan sponsors. Genesis Investments also offers biblically responsible investment portfolios.
Assets Under Management$110M
Clients273
Advisors4
Avg. per Client$410K
Avg. per Advisor$28M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable. Legacy clients (pre-August 2023) remain on their previous fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...