Generations Retirement Group offers investment advice tailored to clients' needs and investment objectives. They review client investment goals, recommend asset allocation strategies, and prepare written investment strategies. They may recommend third-party money managers to manage client assets. The firm provides both discretionary and non-discretionary investment advisory services.
Assets Under Management$38M
Clients202
Advisors2
Avg. per Client$190K
Avg. per Advisor$19M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fees are calculated based on the average daily balance. The annual fee maximum is 1.35%. In individual cases, Generations Retirement Group has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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