$50MM AUM | $400,000 GDC in Coral Gables, FL

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Find Successor | Continuity
Location
Coral Gables, FL, US
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
125
Avg Client Age
55
Overview

Genesis Wealth Management, Inc. is a fee-only state Registered Investment Advisor located within the Miami Coral Gables area. We provide individuals, families and business owners with an exceptional advisory experience through a highly personalized, conflict-free, fee-only relationship. Our firm focuses on Financial Planning and Asset Management for individuals and small business owners. We are a fee-only NAPFA advisor. We are looking to acquire, merge or have advisers join our firm who believe in our passive holistic fiduciary approach.

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