Genesis Wealth Management provides investment advice and financial planning to individuals, families, and businesses. Services include asset management using primarily Dimensional Fund Advisors funds, financial planning covering areas like retirement, estate, and tax planning, and retirement plan consulting for employer-sponsored plans. The firm tailors investment advice to each client's needs and goals.
Assets Under Management$91M
Clients107
Advisors2
Avg. per Client$850K
Avg. per Advisor$46M
www.genesiswealthmanagement.com ·www.feeonlynetwork.com/financial-advisor/mario-... ·www.feeonlynetwork.com/financial-advisor/john-shea
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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