How does the advisor help clients – Key Takeaways:
GENESIS ASSET MANAGEMENT GROUP, INC. is a financial advisory firm that helps clients achieve their financial goals. Through their expertise and knowledge in the industry, they offer a range of financial services to individual and institutional clients. Their team of experienced advisors provides personalized advice and support to help clients make informed decisions about their investments.
Facts and Insights
Founded in 1998, GENESIS ASSET MANAGEMENT GROUP, INC. has been in the financial advisory business for over 20 years. During this time, they have established a reputation for excellence and have become a trusted name in the industry. With assets under management of over $2 billion, they have helped numerous clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $2 billion | 8 | 20+ |
Financial Services Offered
GENESIS ASSET MANAGEMENT GROUP, INC. offers a comprehensive range of financial services to meet the unique needs of their clients. These services include wealth management, investment advisory, financial planning, and retirement planning.
Client Types
The firm caters to a diverse range of clients, including high-net-worth individuals, families, trusts, and institutions. Their team of advisors has the expertise and experience to work with clients from different backgrounds and help them achieve their financial goals.
Fees & Compensation
GENESIS ASSET MANAGEMENT GROUP, INC. follows a fee-based compensation model, where they charge a percentage of the assets under management as their fee. This ensures that their interests are aligned with those of their clients and they are motivated to help them grow their investments. They do not receive any commissions or compensation from third parties, avoiding any potential conflicts of interest.
Background
GENESIS ASSET MANAGEMENT GROUP, INC. was founded by a team of experienced financial advisors with a mission to provide personalized financial advice to their clients. They have a strong focus on building long-term relationships with their clients and helping them achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, GENESIS ASSET MANAGEMENT GROUP, INC. is legally obligated to disclose any potential conflicts of interest to their clients. They provide full transparency and maintain the highest ethical standards in their client relationships.