Patrick Robert is a CFP-designated registered investment advisor at Generational Wealth Specialists, based in Des Peres, MO, with 2 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 10 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Generational Wealth Specialists does not directly manage investment portfolios. Instead, the firm refers clients to third-party money managers. The total fees for these third-party services generally range from 0.40% to 1.00% of your portfolio value per year. Generational Wealth Specialists receives a portion of this fee (typically 20%) from the third-party manager, while the manager retains the remaining 80%. All fees are deducted directly from your account by the third-party manager.
Location
Des Peres, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is the owner of J&P Deluxe Properties, a rental property business, since 2011. He spends minimal time on rental property and landlord duties.
Employment History
Current Registrations
Generational Wealth Specialists
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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