Levi Vandam
Levi Vandam is a registered investment advisor at Generational Wealth Management, based in Zeeland, MI, with 3 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 566 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gen-Wealth Partners manages investment portfolios for a fee based on the value of your investments. The fee ranges from 0.80% to 1.75% annually and may be negotiable. Clients in the Gen-Wealth Multi-Strategy Platform Program also pay a 0.25% platform fee. If Gen-Wealth Partners recommends an outside investment manager, you'll pay separate fees to both Gen-Wealth Partners and the outside manager. The minimum annual fee is $2,500, plus a $10 quarterly technology fee.
Location
244 East Main Avenue, Zeeland, MI, 49464
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Generational Wealth Management
Previous Registrations
Private Client Services, LLCBroker
State Registrations1 state
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