Genesis Wealth Advisors, LLC

Genesis Wealth Advisors, LLC is a registered investment advisor established in Braintree, MA. The firm is owned and operated by Daniel Duval, President, and Chief Compliance Officer, and Paul Stone, Chief Executive Officer. Genesis offers investment advisory services to individuals, high net worth individuals, charitable organizations, and retirement plans, acting as a fiduciary to clients. The firm provides wealth management services, including financial planning and investment management solutions tailored to each client's goals and risk tolerance. Genesis primarily utilizes fundamental analysis to develop investment strategies, focusing on long-term investment goals. The firm manages over $175 million in client assets on a discretionary basis. For its Fundamental Wealth Management Services (FWMS), Genesis charges fees based on a tiered schedule ranging from 0.50% to 1.00% of assets under management. For Institutional Wealth Management Services (IWMS), fees range from 0.35% to 0.75% based on assets under management. Financial planning services are offered on an hourly or fixed fee basis, ranging from $200 to $400 per hour or $500 to $5,000 per engagement. Genesis does not charge performance-based fees and does not accept compensation for securities transactions. The firm does not engage in soft dollar programs and does not receive compensation for client referrals. Genesis does not have custody of client assets and maintains strict privacy policies to protect client information. Clients are encouraged to review the firm's Privacy Policy annually.