Geneva Capital Management offers investment management services, specializing in growth stock investments in U.S. companies across various market capitalizations (small, SMID, mid, and all cap). They also invest in fixed income securities for high-net-worth clients. Geneva provides model portfolios to financial firms and tailors advisory services to each client's investment goals. Fees are negotiable and based on account size and service requirements.
Fee Structure
Geneva Capital Management's fees are based on a percentage of the value of your portfolio. The exact percentage is negotiable and depends on factors like the investment style, how your assets are allocated, the type of client you are, the size of your account, and the services you need. Fees are typically billed quarterly, based on the average value of your account at the end of each month in the quarter.