Gen Invest LLC provides investment advice through its website and mobile app, Gen Capita. It uses algorithms to create and recommend model portfolios based on a client's risk profile and investment objectives. Gen Invest does not manage client assets directly. The firm offers non-discretionary asset management, meaning clients must approve rebalancing recommendations.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50
Investment management only (planning not offered)
Gen Invest LLC charges a monthly access fee of $2.00. Clients also pay trading commissions of 1% of the trade value or $1.00 per share for securities less than or equal to $1.00 per share.
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