Genfi LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$45,828,141
Clients
62
Advisors
1
of 1 employees
About
GenFi is a state‑registered independent investment advisory and financial planning firm that works with family groups, individuals, trusts, corporations, corporate executive groups and retirement plans. Its services include discretionary and non‑discretionary portfolio management, comprehensive financial planning, family office services, and tax and estate planning.
The firm develops client‑specific investment policy statements and constructs portfolios based on clients’ goals, time horizons, cash‑flow needs, tax considerations and risk tolerance, with periodic reviews and at least annual client contact. GenFi implements strategies using a mix of mutual funds, ETFs, individual equity and fixed‑income securities, and frequently engages third‑party managers and software for portfolio implementation, reporting and due diligence.
GenFi is noteworthy for maintaining an affiliated tax compliance practice (GenFi Tax) that provides multi‑year tax projections and return preparation either as part of comprehensive planning or as a separate engagement—an arrangement that is uncommon among independent advisory firms. It also provides consulting and implementation services for pension and profit‑sharing plans (including investment policy development and custodian/administrator search), a service set not routinely offered by firms of similar size.
Client services
Expertise
Occupation focus
Fee options
Fixed fee arrangements for financial planning negotiated based on case complexity; minimum fixed fees approximately $4,500 for certain financial planning topics
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $10,000,000: 0.85% $10,000,001+: 0.50%
Financial planning billed at $300 per hour
Account minimum: $1,000,000 Minimum fee: Minimum account management fee of $11,250 annually Fee-only: Fees based on asset management; clients billed hourly at $300 per hour or fixed fee arrangements for financial planning as negotiated
Main office
1016 West Jackson
Chicago IL 60607
Advisors at this office
1
Most active in
Illinois · Michigan
Also doing business as
Generations Family & Fiduciary Services · Generations Family & Fiduciary Services LLC · Genfi LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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