Pamela Clark is a CFP-designated registered investment advisor at Generations Wealth, LLC, based in Cincinnati, OH, with 20 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 79 clients with $310M 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 $10.0M | 0.75% |
| $10M+ | 0.38% |
Outside accounts under management are charged 1.00% on the first $10M and 0.625% above $10M, plus an additional 0.25% software fee. Family office services charge 0.15% to 0.45% of assets under advisement with a $50,000 minimum annual fee.
Fee Estimator
Location
7707 Camargo Road, Cincinnati, OH, 45243
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Pamela is an outsourced CFO for New Vista Partners, LLC, an investment partnership focused on Romanian real estate, and its subsidiaries. She also serves on the board of Romania One, a non-profit promoting democracy in Romania, dedicating a few hours per week to this role.
Employment History
Current Registrations
Generations Wealth, LLC
Previous Registrations
Generations Wealth
State Registrations2 states
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Exams
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