Benjamin Yin
Benjamin Yin is a ChFC-designated registered investment advisor at Generational Financial Partners, LLC, based in Atlanta, GA, with 15 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are charged monthly in advance, based on asset size and complexity. Annual fees have a maximum of 1.75% and are negotiable. Consulting services are generally included in asset management fees unless a separate planning agreement is required.
Fee Estimator
Location
3365 Piedmont Road Ne, Suite 1400, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2023Other Business ActivitiesSells Insurance
Benjamin operates under the DBA names of Generational Financial Partners LLC and Genfidi, LLC for brokering insurance products. He also has several investment-related activities, including real estate and mining funds, and passive investments in various companies, dedicating minimal time to most of them.
Employment History
Current Registrations
Generational Financial Partners, LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
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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