Geneva Financial Group (GFG) offers ongoing investment management services based on your financial situation, goals, and risk tolerance. GFG monitors your account and provides advice on buying, selling, or holding investments. You're responsible for notifying GFG of any changes to your financial situation. GFG may manage investments for other clients, and these may differ from your own. GFG also provides advice on retirement plan rollovers, acting as a fiduciary.
Assets Under Management$190M
Clients44
Advisors1
Avg. per Client$4.3M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee for asset management services will be between 0.75% and 1.50%. Fees are negotiable and depend on various factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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