Lee Generous
Lee Generous is a CFP, ChFC-designated registered investment advisor at Dope Cfo Wealth Management, based in Marshfield, MA, with 15 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Dope CFO Wealth Management offers three levels of ongoing financial planning services:
- Dope Path: $3,000 per year
- Dope Facilitation: $6,000 per year
- Dope Legacy: Minimum $10,000 per year (based on complexity)
All ongoing financial planning services have an upfront charge of $1,500. The annual fee is billed in advance in equal monthly payments. Services may be terminated with 30 days' notice, and any unearned fee will be refunded.
Dope CFO Wealth Management offers project-based financial planning services for $250 per hour. Half of the fee is due at the beginning of the process, and the remainder is due upon completion. Clients may terminate at any time with written notice, and a prorated refund will be given for any unearned fees.
Contact
Lee Generous
Location
Marshfield, MA
Get directionsHistory
Regulatory History (1)
Regulatory
October 2023Other Business Activities
Lee is a Franchise Owner for Dope CFO Certified Advisors. This activity takes about 10% of Lee's time and is not investment related.
Employment History
Current Registrations
Dope Cfo Wealth Management
Generous Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations3 states
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.