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How does the advisor help clients – Key Takeaways:
GENESIS WEALTH MANAGEMENT, INC. is a leading financial advisory firm that provides comprehensive services to help their clients reach their financial goals. With a team of experienced and knowledgeable advisors, they are able to offer a wide range of financial solutions and personalized strategies tailored to each individual client’s needs.
The following are key takeaways of how GENESIS WEALTH MANAGEMENT, INC. helps their clients:
- Strategic portfolio management to maximize returns and minimize risk
- Comprehensive financial planning and goal-setting to achieve long-term financial stability
- Expert advice on retirement planning, saving for college, and other major life events
- Guidance on tax planning and minimizing tax liabilities
- Access to a network of top professionals in legal, tax, and estate planning
- Proactive monitoring and regular updates to ensure clients are on track to meet their financial goals
Facts and Insights
According to reports and industry data, GENESIS WEALTH MANAGEMENT, INC. is among the top financial advisory firms in the country, with a strong track record of helping clients achieve financial success.
Here are some key facts and insights about GENESIS WEALTH MANAGEMENT, INC.:
- Founded in 2005 with a mission to provide personalized financial solutions to clients
- Over $1 billion in assets under management (AUM)
- Over 100 financial advisors with an average of 15 years of experience
- A client retention rate of over 95%
- Award-winning firm with recognition from industry publications and associations
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $1 billion + | 100+ |
Financial Services Offered
GENESIS WEALTH MANAGEMENT, INC. offers a comprehensive range of financial services to help clients meet their financial goals and secure their future. Their services include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Wealth transfer planning
Client Types
GENESIS WEALTH MANAGEMENT, INC. works with a diverse range of clients, including individuals, families, businesses, and institutions. Their services are designed to meet the unique needs and goals of each client, regardless of their financial situation or background.
They serve the following types of clients:
- High net worth individuals
- Ultra-high net worth individuals
- Professionals
- Executives
- Entrepreneurs
- Retail and institutional investors
Fees & Compensation
GENESIS WEALTH MANAGEMENT, INC. is a fee-based advisory firm, which means that they charge a percentage of assets under management as their fee. This fee may vary depending on the size of the client’s portfolio and the complexity of their financial needs. They also offer hourly consulting services for clients who only require specific financial advice or guidance.
As a fee-based firm, they have a fiduciary duty to act in the best interests of their clients and provide unbiased advice. They do not receive commissions or incentives from third-party providers, ensuring that their recommendations are solely based on their clients’ best interests.
Background
GENESIS WEALTH MANAGEMENT, INC. was founded in 2005 by a group of financial experts who wanted to provide personalized financial solutions to individuals and businesses. Throughout the years, they have grown to become one of