RN
RN

Randall Nederveld

15 Years of Experience
Zeeland, MI
1 DisclosureMay Earn Commission

Randall Nederveld is a registered investment advisor at Generational Wealth Management, based in Zeeland, MI, with 15 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
566 clients
Average Client Portfolio
$529K average
Assets Under Management
$299.7M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500

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.

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Location

244 East Main Avenue, Zeeland, MI, 49464

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History

Regulatory History (1)
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Regulatory
September 1999
Final
Employment History
Current Registrations
Generational Wealth Management
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Nederveld Capital Management, LLC
May 2010 - August 2021 · 11 yrs 3 mos
State Registrations1 state
MI
Advisor

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.

Exams
No exam information available for this advisor.
Randall Nederveld - Financial Advisor | TrueAdvisor