Generations Wealth manages investment portfolios and provides comprehensive financial planning, income tax services, legacy reviews, and family office services for individuals, families, trusts, and institutions. The firm uses a passive, index-oriented investment strategy grounded in academic research and Modern Portfolio Theory, focusing on asset allocation and low-cost mutual funds and exchange-traded funds. Generations Wealth operates as a fee-only registered investment advisor and manages accounts on a discretionary basis. The firm specializes in serving high net worth and ultra-high net worth clients, offering tailored strategies for retirement, tax optimization, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10M+ | 0.38% |
Outside accounts under management are charged 1.00% on the first $10M and 0.625% above $10M, plus an additional 0.25% software fee. Family office services charge 0.15% to 0.45% of assets under advisement with a $50,000 minimum annual fee.