WealthGen Advisors manages investment portfolios and provides personalized financial planning for individuals, high-net-worth clients, and businesses. WealthGen Advisors builds portfolios primarily using mutual funds, exchange-traded funds, and individual stocks based on each client's specific financial goals, risk tolerance, and time horizon. WealthGen Advisors requires discretionary authority to manage accounts and generally requires clients to engage the firm for a financial plan before starting an asset management relationship. WealthGen Advisors also offers retirement plan consulting services for businesses and plan trustees.
Assets Under Management$150M
Clients106
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable based on the scope and complexity of services and the time required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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