Genuine Wealth Solutions (GWS) offers comprehensive financial planning and investment management services. GWS works with clients to establish financial goals and values, then builds and manages a portfolio based on those objectives. GWS also provides financial planning services covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax planning.
Assets Under Management$8.8M
Clients20
Advisors1
Avg. per Client$440K
Avg. per Advisor$8.8M
Fee Structure
Planning is included in investment management
Comprehensive Financial Planning encompasses investment management services and financial planning. At no time will the portion of the fee that is attributed to managing client accounts portfolio be greater than 2% of assets under our management.
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