GenRise Wealth Advisors provides investment management on a discretionary basis, tailoring portfolios to individual financial situations and goals. They also offer financial planning services covering education funding, insurance, retirement, and estate planning. Standalone financial consulting services are available, focusing on specific topics identified by the client.
Assets Under Management$12M
Clients20
Advisors2
Avg. per Client$600K
Avg. per Advisor$6M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.55% |
The management fee is negotiable at our discretion; you may aggregate accounts to achieve a lower fee. Cash and Cash equivalents are not included in the account balance when calculating the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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