WealthGen Advisors provides investment management and financial planning services to high net worth individuals, individuals, and small businesses. For investment management, clients are required to engage the firm for a financial plan first. The firm manages assets with a focus on investment goals, risk tolerance, and financial situation, primarily using mutual funds and exchange-traded funds. Financial planning is also available separately for a fee.
Assets Under Management$150M
Clients106
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$73M
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 the services, the amount of time and expertise required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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