Generational Financial Partners offers personalized investment management and financial planning consulting services for individuals and high-net-worth clients. The firm tailors its investment advice based on each client's specific needs, objectives, risk tolerance, and time horizon, utilizing strategies such as asset allocation, dollar-cost averaging, technical analysis, and long- and short-term purchases. Clients may also impose investment restrictions. Generational Financial Partners may recommend third-party money managers to handle all or a portion of a client's assets while maintaining ongoing supervision. In addition to portfolio management, the firm provides financial planning consulting covering risk assessment and management, investment planning, estate planning, financial organization, and financial decision-making or negotiation. Generational Financial Partners requires clients to use independent qualified custodians like Charles Schwab for holding funds and executing trades, and operates with discretionary authority to manage accounts according to signed agreements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are charged monthly in advance, based on asset size and complexity. Annual fees have a maximum of 1.75% and are negotiable. Consulting services are generally included in asset management fees unless a separate planning agreement is required.