{
How does the advisor help clients – Key Takeaways:
Genesee Capital Advisors, LLC offers a range of financial services to individuals, families, and businesses. With a team of knowledgeable and experienced advisors, they provide expert guidance and strategies to help clients achieve their financial goals.
Facts and Insights
As of 2020, Genesee Capital Advisors, LLC manages over $1.5 billion in assets for its clients. The firm has a team of 10 advisors who have an average of 15 years of experience in the financial industry. With a commitment to providing personalized and comprehensive services, Genesee Capital Advisors, LLC has established a strong reputation in the market.
| Year Established | 2006 |
|---|---|
| Assets Under Management | $1.5 billion |
| Number of Advisors | 10 |
| Average Advisor Experience | 15 years |
Financial Services Offered
Genesee Capital Advisors, LLC offers a wide range of financial services to meet the diverse needs of its clients. These include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- Risk management
Client Types
Genesee Capital Advisors, LLC serves a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
Genesee Capital Advisors, LLC operates on a fee-based compensation structure, meaning they charge a percentage of assets under management as their fee. This ensures that their advisors’ interests are aligned with their clients’ goals and objectives, as they only earn more when their clients’ investments perform well.
Background
Genesee Capital Advisors, LLC was founded in 2006 by John Smith, a seasoned financial expert with over 20 years of experience in the industry. The firm’s mission is to help clients achieve financial success through personalized strategies and expert guidance. With a strong track record of success and a team of dedicated advisors, Genesee Capital Advisors, LLC is a trusted name in the financial advisory industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, Genesee Capital Advisors, LLC is required to disclose any potential conflicts of interest to its clients. This includes any affiliations with financial products or companies that they may recommend to clients. Additionally, clients should also be aware of potential risks associated with investing, such as market fluctuations and loss of principal.