Generational Wealth Advisors manages investment portfolios and provides comprehensive financial planning for individuals, high net worth individuals, families, family offices, trusts, and business entities. Generational Wealth Advisors uses a team approach that includes professionals with financial planning, accounting, exit planning, and legal credentials. The firm builds diversified, long-term portfolios using institutional-class mutual funds, exchange-traded funds, and separately managed accounts, guided by an investment policy statement tailored to each client. Financial planning is typically included as part of the overall investment management fee arrangement and covers areas such as retirement planning, cash flow, savings, and coordination with outside professionals like tax accountants and estate attorneys. Generational Wealth Advisors also assists business owners and family office clients with specialized needs, including net worth-based fee arrangements for certain family offices.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Standard fee schedule includes financial planning. If clients pay separately for financial planning, the rate for the first $1,000,000 is 1.00%. Fees are negotiable.