GenSphere Private Wealth provides investment management services on a discretionary or non-discretionary basis, investing mainly in stocks, bonds, mutual funds, and exchange-traded funds. GenSphere also offers administrative services for alternative investments. Financial planning services are offered on a modular (limited scope) basis. Investment strategies are tailored to client goals, and clients may impose restrictions on investments.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$5M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.65% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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