Genesis Financial Group offers investment management and analysis services to individuals, including high-net-worth individuals, and businesses, including small businesses. Genesis Financial uses quantitative, fundamental, technical, and economic analysis to determine investments. They assess client holdings and align them with short- and long-term goals, and perform ongoing reviews of investment performance. Genesis Financial is an asset-based fee investment management firm and does not receive commissions.
Assets Under Management$100M
Clients93
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees based on a percentage of assets under management will not exceed 2%. The exact fee will be agreed upon with each individual client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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