Genesis Marketing Group connects asset managers with potential clients, including institutions and high-net-worth individuals. Genesis identifies potential clients, arranges meetings, prepares marketing materials, and assists with requests for proposals. Genesis does not manage assets or provide financial planning to individuals; their clients are the asset managers themselves.
Assets Under ManagementN/A
Clients3
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
One-Time Plan:$15,000 - $20,000
Hourly Rate:$100/hr
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