Torry Whitcher
Torry Whitcher is a registered investment advisor at Generation Capital Management LLC, based in Pittsford, NY, with 11 years of industry experience. Torry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 280 clients with $1.2B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Rates shown are for equity and balanced strategies. Fixed income strategies have a separate schedule starting at 0.80% and scaling down to 0.40%. Fees are negotiable.
Fee Estimator
Location
1163 Pittsford-Victor Road, #100, Pittsford, NY, 14534
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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 ActivitiesSells Insurance
Torry works full-time as a registered investment advisor (RIA) with RFG Advisory. Torry also works full-time as a financial advisor, investment advisor representative (IAR), and insurance agent with SixPoint Financial Partners.
Employment History
Current Registrations
Generation Capital Management LLC
Previous Registrations
Private Client Services, LLCBroker
Rfg Advisory, LLC
Novem Group
American Portfolios Financial Services, INC.Broker
Blackridge Asset Management, LLC
Peak Brokerage Services, LLCBroker
Pruco Securities, LLC.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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