Generations Investment Advisors connects clients with third-party money managers. They begin with a complimentary consultation to understand your financial situation and investment goals. If you choose to work with them, they'll analyze your portfolio and recommend a money manager that suits your needs. Generations Investment Advisors maintains a relationship with you, ensuring your information stays current and assisting you in determining appropriate allocation models. They do not directly manage your investments.
Fee Structure
Generations Investment Advisors does not directly manage your investments. Instead, they connect you with third-party money managers. You'll pay fees to these managers, which include brokerage fees and operating expenses. Generations Investment Advisors receives a portion of these fees for maintaining the relationship with you and ensuring your financial information is up-to-date. The maximum annual fee you would pay, including the third-party money manager, Generations Investment Advisors, and custodian fees, is no more than 1.88% per year. Fees are negotiable, but the minimum fee permitted is 0.25%.