Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.90% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Genesis Wealth Advisors charges fees based on a percentage of your assets under management. For Fundamental Wealth Management Services, the minimum account size is $250,000. For Institutional Wealth Management Services, the minimum is $1,000,000. Financial planning services are offered on an hourly basis ($200-$400/hour) or a fixed fee basis ($500-$5,000), depending on complexity. Additional services may incur fees ranging from 0.10% to 0.50% in addition to the standard fee schedule.
Areas of Practice
Advisor Information
Office location
532 Page Street, Stoughton, MA, 02072
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Nicholas is a managing director at Surge Ventures, LLC, a family-oriented limited partnership. This investment-related activity takes about 10-20% of Nicholas's time.