Generational Legacies Wealth Management, operating as Saeculum LLC, provides financial planning advice on topics like cash flow, college funding, retirement, and estate planning. Saeculum also offers ongoing investment supervision through portfolio management services, including the use of institutional investment advisors. Saeculum does not manage bundled fee programs. Educational workshops on financial topics are also available.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.35% |
| $25.0M - $35.0M | 0.30% |
| $35M+ | 0.25% |
For clients investing in a “Solo” 401k or similar plan where only members of the household are participants in the plan and a pre-existing advisory relationship exists with the individuals, advisory fees are based on aggregated household assets under management as outlined in our separate advisory agreement with the household or each individual.