Genesis Wealth Advisors, LLC
Assets Under Management
$175.2M
Number of Clients
229
Number of Advisors
6
Average Client AUM
$765K
AUM per Advisor
$29.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Genesis Wealth Advisors offers customized investment advisory solutions through continuous client contact, providing discretionary and non-discretionary investment management and consulting. They develop personalized investment policies and manage portfolios based on client objectives, risk tolerance, and financial situations. Financial planning is offered as a separate service or included with wealth 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
Location
400 Washington Street, Suite 308, Braintree, MA, 02184