Assets Under Management
$172.9M
Number of Clients
141
Number of Advisors
6
Average Client AUM
$1.2M
AUM per Advisor
$28.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
401k Generation offers retirement plan consulting services to plan sponsors and individual managed accounts and investment advisory services tailored to individuals, businesses, and trust accounts. They manage assets on both a discretionary and non-discretionary basis. They may also identify and monitor unaffiliated Third-Party Money Managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Fees are negotiable.
237 S Westmonte Drive, Suite 300, Altamonte Springs,, FL, 32714