GenSphere Private Wealth manages investment portfolios and provides comprehensive financial planning for individuals and families, business owners, and corporate executives. GenSphere offers two primary asset management options: an investment-only model and a full-service model that includes financial planning. In addition to traditional stock and bond portfolios, GenSphere administers private market investments such as private real estate, private credit, and private equity. The firm's planning services cover retirement, cash flow, tax strategies, charitable giving, business succession, and estate planning. GenSphere builds personalized portfolios using fundamental and momentum analysis, offering both customized discretionary trading (where trades are executed without prior consultation) and non-discretionary trading.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.40% |
Schedule reflects the investment-only offering tiers. GenSphere also offers a full-service offering starting at 1.0% for under $10M. Fees are negotiable for accounts over $50 million, and household accounts may be combined.