Generation Capital Management manages investment portfolios and provides consulting services for individuals, high-net-worth clients, retirement plans, and institutions. The firm builds diversified portfolios using stocks, bonds, exchange-traded funds, and closed-end funds, utilizing a macroeconomic top-down approach combined with fundamental and technical security analysis. Clients can choose from several asset allocation models ranging from 100% fixed income to 100% equity, as well as specialized services like cash management and held-away account management through platforms like Pontera. Financial planning services are provided at no additional cost to clients who use the firm's investment management services.
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.