Geneva Roth Holding Corp acts as a connection point for individuals and high-net-worth clients who want to work with third-party money managers. Instead of managing portfolios directly, Geneva Roth Holding Corp evaluates and directs clients to external investment advisers, such as Raymond James. Clients pay fees that are shared between Geneva Roth Holding Corp and the chosen third-party manager. The principal owner, Louis Kranovich, also operates as an accountant outside of the firm, which may present a conflict of interest, though clients are never required to use outside services. Geneva Roth Holding Corp does not have discretionary authority over accounts, does not hold client funds directly, and does not offer financial planning or wrap fee programs.
Fee Structure
Geneva Roth Holding Corp does not manage investment portfolios directly. Instead, the firm refers clients to third-party money managers and earns a portion of the fees charged by those managers. The exact fee amounts depend on the third-party adviser selected, and these referral fees are negotiable.