David Nieset
David Nieset is a registered investment advisor at Generational Wealth Management, based in South Bend, IN, with 36 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 566 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gen-Wealth Partners manages investment portfolios for a fee based on the value of your investments. The fee ranges from 0.80% to 1.75% annually and may be negotiable. Clients in the Gen-Wealth Multi-Strategy Platform Program also pay a 0.25% platform fee. If Gen-Wealth Partners recommends an outside investment manager, you'll pay separate fees to both Gen-Wealth Partners and the outside manager. The minimum annual fee is $2,500, plus a $10 quarterly technology fee.
Location
1432 Lincoln Way East, South Bend, IN, 46613
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Regulatory History (1)
Customer Dispute
June 2023Other Business ActivitiesSells Insurance
David works as a manager at The Business Center providing tax preparation, accounting, and CPA services, dedicating about a quarter of his time. David is also an agent for AIM selling non-variable insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Generational Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Chubb Securities CorporationBroker
Pruco Securities CorporationBroker
Andover Securities, INC.Broker
Investment Brokers of AmericaBroker
First American National Securities, INC.Broker
State Registrations1 state
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.