Travis Johnson is a CFP-designated registered investment advisor at Generational Private Wealth, based in Ashburn, VA, with 9 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 67 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GPW offers wealth management and investment management services. The annual wealth management fee ranges from 0.25% to 1.25% of the assets managed, based on the account balance and services provided. Fees are calculated quarterly. GPW generally requires a minimum account size of $10,000,000 for investment management services, but this may be reduced at GPW's discretion.
Location
Ashburn, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Generational Private Wealth
Previous Registrations
Hemington Wealth Management
Mason Investment Advisory Services INC
State Registrations1 state
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