Assets Under Management
N/A
Number of Clients
69
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Generations Investment Advisors provides portfolio analysis and recommends third-party money managers to clients. They maintain client relationships, ensure current information, assist with allocation models, review account activity, and respond to inquiries. They do not manage assets directly but act as a co-advisor.
NC, United States