Marlene Nitsch is a registered investment advisor at 401k Generation, based in Altamonte Springs,, FL, with 18 years of industry experience. Marlene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 141 clients with $170M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Fees are negotiable. Employees and related family accounts are generally handled on a no fee basis.
Fee Estimator
Location
237 S Westmonte Drive, Suite 300, Altamonte Springs,, FL, 32714
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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 →Employment History
Current Registrations
401k Generation
Previous Registrations
Skyview Wealth Management, LLC
Suntrust Investment Services, INC.
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.