Genuine Wealth Advisors (GWA) provides investment management, both discretionary and non-discretionary, based on client goals and risk tolerance. GWA also offers comprehensive and ad hoc financial planning services, covering financial goals, net worth, cash flow, retirement, risk management, investments, tax reduction, and estate preservation. Clients can impose restrictions on investments. GWA does not sponsor wrap fee programs.
Assets Under Management$76M
Clients45
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$38M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.05% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.65% |
| $2.5M - $5.0M | 0.55% |
| $5M+ | 0.35% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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