Generation Wealth Management (GWM) is a financial planning and investment management firm. GWM offers one-time financial planning, ongoing financial planning, and investment management through a wrap fee program. GWM also provides retirement plan consulting services to plan sponsors. The firm holds seminars and educational workshops to educate the public on different types of investments.
Assets Under Management$3.2M
Clients20
Advisors3
Avg. per Client$160K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Generation Wealth Management offers investment management services through a wrap fee program. The fees for this program are based on the amount of your portfolio, but the specific rates are found in a separate document (Form ADV Part 2A, Appendix 1).
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