Generations Wealth offers investment plans, portfolio management, income tax planning and preparation, financial planning, and family office services for high net worth individuals, families, trusts, and institutions. Investment strategies are based on academic research and a passive, index-oriented approach. The firm manages investments on a discretionary basis.
Assets Under Management$270M
Clients73
Advisors2
Avg. per Client$3.7M
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10M+ | 0.38% |
Asset totals below the suggested minimum of $1,000,000 are subject to a minimum annual fee of $7,500 which may result in an annual rate in excess of 1.00%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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