Stephen Tosi is a registered investment advisor at Generations Investment Advisors, LLC, based in High Point, NC, with 20 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 68 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Generations Investment Advisors does not directly manage your investments. Instead, they connect you with third-party money managers. You'll pay fees to these managers, which include brokerage fees and operating expenses. Generations Investment Advisors receives a portion of these fees for maintaining the relationship with you and ensuring your financial information is up-to-date. The maximum annual fee you would pay, including the third-party money manager, Generations Investment Advisors, and custodian fees, is no more than 1.88% per year. Fees are negotiable, but the minimum fee permitted is 0.25%.
Location
High Point, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Generations Investment Advisors, LLC
Previous Registrations
Efficient Advisors
Sowell Management
Matson Money, INC.
Next Financial Group, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.