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How does the advisor help clients – Key Takeaways:
Genesis Marketing Group is a well-respected financial firm that provides expert advice and assistance to clients in managing their finances. Its team of experienced advisors are equipped with the knowledge and skills to help clients achieve their financial goals.
- Offers financial planning, investment management and other related services
- Provides personalized and tailored solutions to meet individual client needs
- Emphasizes on building strong and long-lasting client relationships
- Committed to providing transparent and unbiased advice
Facts and Insights
Genesis Marketing Group has established itself as a trustworthy and dependable financial advisor in the market. Its success can be attributed to its strong focus on delivering quality services and maintaining ethical practices. Here are some key insights about the firm:
- Founded in 2005
- Has over 100 advisors on its team
- Manages assets worth over $1 billion
- Serves clients across the United States
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 100+ | 16 years |
Financial Services Offered
The team of advisors at Genesis Marketing Group offer a comprehensive range of financial services to cater to their clients’ diverse needs. These include:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
Client Types
Genesis Marketing Group serves a wide range of clients, including individuals, families, small business owners, and corporate clients. Regardless of their net worth or financial goals, the firm is dedicated to helping all clients achieve financial success and security.
Fees & Compensation
The fees and compensation structure at Genesis Marketing Group is based on a fee-only model. This means that the firm does not receive any commissions or compensation from third parties, ensuring unbiased advice to clients. The fees charged are based on a percentage of assets under management and may vary depending on the services provided.
Background
Founded in 2005, Genesis Marketing Group has been providing top-notch financial services to clients for over 16 years. Its team of experienced advisors bring a wealth of knowledge and expertise to the table, ensuring that clients receive the best possible advice for their financial needs.
Financial Advisor Disclosures to Know
As a reputable financial firm, Genesis Marketing Group takes transparency very seriously. Some important disclosures to know about the firm include:
- The firm is a registered investment advisor with the Securities and Exchange Commission (SEC)
- It may have potential conflicts of interest with some investment products or services it recommends
- The firm may receive compensation from third-party providers for recommending their products or services