Generational Wealth Management
Gen-Wealth Partners provides investment management and financial planning services. They evaluate your financial situation and goals to recommend suitable services. These include creating custom investment portfolios, recommending outside investment managers, and offering financial planning on topics like retirement, taxes, and estate planning. They also offer tax preparation, insurance administration, and family office services.
Fee Structure
Gen-Wealth Partners manages investment portfolios for a fee based on the value of your investments. The fee ranges from 0.80% to 1.75% annually and may be negotiable. Clients in the Gen-Wealth Multi-Strategy Platform Program also pay a 0.25% platform fee. If Gen-Wealth Partners recommends an outside investment manager, you'll pay separate fees to both Gen-Wealth Partners and the outside manager. The minimum annual fee is $2,500, plus a $10 quarterly technology fee.