John Palmer-Kamprath
John Palmer-Kamprath is a CFP-designated registered investment advisor at Generational Legacies Wealth Management, based in Coeur D'Alene, ID, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 25 clients with $51M 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 $1.0M | 0.75% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.35% |
| $25.0M - $35.0M | 0.30% |
| $35M+ | 0.25% |
Fees are negotiable. Accounts can also be charged the lesser of a flat dollar amount or the applicable asset-based fee.
Fee Estimator
Location
Coeur D'Alene, ID
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2020Other Business Activities
John is an independent educational consultant for private Catholic schools since 2002. This involves minimal time each month, performed outside of traditional business hours.
Employment History
Current Registrations
Generational Legacies Wealth Management
Previous Registrations
Grupp Financial LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.
Exams
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