Multigenerational.black INC.

Fee-Only (% of Portfolio)Fixed/Hourly

MultiGenerational.Black Inc. offers investment advice and financial planning to individuals, estates, businesses, and retirement plans. MultiGenerational provides investment management using low-cost, diversified mutual funds and exchange-traded funds. Financial planning services cover investment planning, tax concerns, retirement planning, debt/credit planning, personal savings, and education savings. MultiGenerational also offers a financial planning course and 401(k) design services for companies.

Assets Under Management$240K
Clients4
Advisors1
Avg. per Client$61K
Avg. per Advisor$240K

Fee Structure

Investment management only (planning not offered)

MultiGenerational's investment advisory fees range from $1 to $5 per month, based on factors like the complexity of services, the amount of assets managed, and the overall relationship. Fees are based on the market value of your portfolio at the end of each month.

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Location

1 Advisors at this firm