Gen2 Advisors is a registered investment advisor based in Maitland, Florida, founded in 2025 and led by Margaret Bilby. The firm offers ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance through a customized Investment Policy Statement. Gen2 Advisors evaluates current holdings, builds asset allocation strategies, and manages accounts with the authority to make trades without asking first. In addition to portfolio management, Gen2 Advisors provides financial planning and consulting covering investment planning, life insurance, taxes, retirement, college savings, and debt management. The firm generally limits its investment advice to mutual funds, fixed income securities, equities, exchange-traded funds, inflation-linked bonds, and commodities, and may use margin transactions or long-term trading strategies. Gen2 Advisors serves high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities, with no account minimum required.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are generally negotiable.