Pamela Clark is a CFP-designated registered investment advisor at Generations Wealth, LLC, based in Mason, OH, with 19 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 73 clients with $270M 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% |
Asset totals below the suggested minimum of $1,000,000 are subject to a minimum annual fee of $7,500 which may result in an annual rate in excess of 1.00%.
Fee Estimator
Location
5947 Deerfield Blvd, Suite 202, Mason, OH, 45040
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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 →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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