David Corman
David Corman is a registered investment advisor at Generations Retirement Group, LLC, based in Braintree, MA, with 3 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 202 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fees are calculated based on the average daily balance. The annual fee maximum is 1.35%. In individual cases, Generations Retirement Group has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Location
45 Braintree Hill Office Park, Suite 302, Braintree, MA, 02184
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
David is the owner of Generations Retirement Group LLC, involved in insurance sales and services since 2011. This activity takes about half of his time.
Employment History
Current Registrations
Generations Retirement Group, LLC
Previous Registrations
Ae Wealth Management, LLC
The Patriot Financial Group, LLC
State Registrations2 states
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.