Genesee Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$420,339,749
Total clients
544
22% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
272
Average account size
$772,683
About
Genesee Capital Advisors offers investment advisory and financial planning services to individuals (including high-net-worth clients), trusts, estates, retirement plans, charitable organizations and businesses. The firm provides discretionary and non-discretionary portfolio management using model portfolios of mutual funds and ETFs, standalone financial planning engagements, and retirement plan advisory services.
The firm’s approach is primarily long-term and model-driven, combining fundamental and technical analysis while occasionally using individual stocks, bonds or options to meet specific client needs. Portfolios are constructed and monitored on an ongoing basis with formal reviews at least annually, and clients may place reasonable investment restrictions on their accounts.
Genesee manages roughly $420 million in regulatory assets for 544 clients supported by two advisors, resulting in an unusually high client-to-advisor ratio (about 270 clients per advisor) relative to peers, which may influence how services are delivered. The firm also serves in ERISA fiduciary roles for retirement plans, maintains an institutional relationship with Charles Schwab for custody and operational support, and its advisors are licensed insurance professionals who may receive separate commission-based compensation.
Client services
Expertise
Fee options
Financial planning fixed fees range from $2,000 to $15,000 per engagement.
0.05% to 1.75% annually (variable based on factors such as complexity, asset level, relationship)
Insurance commissions earned by Advisory Persons are separate and in addition to advisory fees.
Financial planning hourly fees range from $200 to $400 per hour.
Account minimum: $250,000
Main office location
Genesee Capital Advisors, LLC
46 South Street
Auburn NY 13021, United States
Number of offices
1
Most active in
California · Florida · Maryland · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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