Beau Welsh is a registered investment advisor at Generational Financial Partners, LLC, based in Lavergne, TN, with 7 years of industry experience. Beau 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
Lavergne, TN
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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
Beau is a passive investor in cryptocurrency (ethereum and the like) through Coinbase since 2021. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Generational Financial Partners, LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 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.