Gen Invest Llc
276 5TH AVENUE,, New York, New York 10001
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
under management. Corporate entities and institutions will be charged a flat annual fee of 1% of the asset under management. Fees may be negotiable and, therefore, may vary by client. The final fee schedule will be included in the client’s advisory agreement. B. Payment of Fees. Gen Invest wi
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.