Generational Private Wealth (GPW) offers ongoing financial consulting and investment management. GPW works with clients to create financial plans and manages investment portfolios using mutual funds and exchange-traded funds (ETFs). GPW may also recommend investments through a third-party investment advisor. GPW requires clients to sign an agreement outlining the terms of service and fees.
Fee Structure
GPW offers wealth management and investment management services. The annual wealth management fee ranges from 0.25% to 1.25% of the assets managed, based on the account balance and services provided. Fees are calculated quarterly. GPW generally requires a minimum account size of $10,000,000 for investment management services, but this may be reduced at GPW's discretion.