Mario Yngerto is a CFP-designated registered investment advisor at Genesis Wealth Management, INC., based in Coral Gables, FL, with 34 years of industry experience. Mario operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 107 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee charged for asset management services will not exceed 1.00%.
Fee Estimator
Location
2525 Ponce De Leon Blvd., Suite 300, Coral Gables, FL, 33134
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Regulatory History (1)
Regulatory
January 1990Employment History
Current Registrations
Genesis Wealth Management, INC.
Previous Registrations
Self Worth Financial Planning LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Prime Capital Services, INC.Broker
Rushmore Securities CorporationBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Corporate Securities Group, INC.Broker
Dellenger & Lenquist, INC.Broker
Profile Investments CorporationBroker
The Stuart-James Company, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.