401k Generation provides retirement plan consulting services to plan sponsors and managed accounts and investment advisory services to individuals, businesses, and trusts. For retirement plans, 401KG evaluates existing plans and helps implement new ones. For individuals, 401KG offers investment advice and portfolio management. Clients can specify restrictions on their investments.
Assets Under Management$170M
Clients141
Advisors6
Avg. per Client$1.2M
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Fees are negotiable. Employees and related family accounts are generally handled on a no fee basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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