Generational Wealth Advisors (GWA) offers financial planning and investment management services to individuals, high net worth individuals, trusts, foundations, estates, business entities, qualified retirement plan sponsors, and charitable organizations. GWA uses a team approach with advisors holding CFP, CPA, CEPA designations and licensed attorneys. GWA tailors services to individual client needs and may consult with other professional advisors with client consent.
Assets Under Management$390M
Clients186
Advisors12
Avg. per Client$2.1M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Clients may choose to pay separately for financial planning, in which case the fee schedule is reduced to 1.00% for the first $1,000,000. Advisory fees are negotiable based on business considerations.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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