Emlen Miles-Mattingly is a registered investment advisor at Gen Next Wealth, INC., based in Madera, CA, with 20 years of industry experience. Emlen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 62 clients with $18M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
The advisory fee is blended and is calculated by assessing the percentage rates using the predefined levels of assets. Fees are negotiable.
Fee Estimator
Location
Madera, CA
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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
Gen Next Wealth, INC.
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Edward JonesBroker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
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.