Matching net worth to investment opportunities

The Genesis Program is divided into five levels* based on total net worth. Each level includes a free initial consultation and the following list of services:

Comprehensive Financial Planning and Implementation; Personal Risk Assessment; Financial and Wealth Management; Life, Health and Disability Income Insurance Planning; Access to Tax and Legal Advice; Retirement Planning; Fundamental and Technical Investment Analysis; Employee Benefits Review; Estate Planning; Fundamental and Technical Investment Analysis; Employee Benefits Review; Estate Planning Review and Recommendations; Back Office and Administrative Support; Electronic Invoicing; As-Needed Meeting and Consultations; Scheduling and Appointment Reminders.

Level 1 - Up to $99,999 of net worth. $600/year

One in-depth meeting that includes market commentary and complete portfolio review plus an annual client appreciation event invite.

Level 2 - $100,000-$249,000 of net worth. $1,000/year

All services included in Level 1 subscription plus one annual check-up review to discuss any necessary adjustments to the portfolio or plan as well as quarterly market commentary.

Level 3 - $250,000-$499,999 of net worth. $1,500/year

All services included in Levels 1 and 2, plus an additional review meeting at client's request and quarterly performance updates.

Level 4 - $500,000-$999,999 of net worth. $2,500/year

All services included in Level 1-3 subscriptions, plus concierge pickup and drop-off service for meetings and discounted tax return preparation.

Level 5 - $1,000,000+ of net worth. $3,500/year

All services included in Levels 1-4, plus quarterly performance consultations, free tax return preparation and discounted estate planning preparation.

*Each level is subject to a $400 plan setup and implementation fee. All prices discretionary and are subject to change without notice.

*Prices are not inclusive of trade execution charges.

*Commissions may be earned on insurance products.