Generations Wealth Design provides wealth management solutions, including investment management and financial planning. They work with individuals, high net worth individuals, families, trusts, estates, and businesses. Investment strategies include mutual funds, ETFs, individual stocks, stock options, and individual bonds. They also offer financial planning services as part of wealth management or as a stand-alone engagement.
Assets Under Management$52M
Clients149
Advisors2
Avg. per Client$350K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Fees may be negotiable. Clients will pay a separate fee ranging from 0.0% to 1.0% for each Altruist model used within the client account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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