GenerousWealth, LLC (GW) provides ongoing portfolio management based on individual client goals and risk tolerance. GW also offers financial planning covering investments, insurance, retirement, college, and debt. GW uses Betterment for Advisors, a digital wealth management platform, under the name MoneyDove. GW generally limits its investment advice to mutual funds, insurance products, equities and ETFs.
Assets Under Management$110M
Clients305
Advisors2
Avg. per Client$360K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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