Advisor at Generouswealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Generouswealth, LLC
Location
Summerville, SC 29483
Credentials
Series 66
Industry experience
15 years
Christopher Mise is a financial advisor at GenerousWealth, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC and Independent Advisor Alliance, LLC. Outside of his advisory role, he is a registered notary for the state of South Carolina. GenerousWealth, LLC provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm combines traditional and digital investment approaches, including a goal-based advisory option through a MoneyDove/Betterment arrangement, and applies modern portfolio theory with a long-term trading orientation.
$500 to $15,000 fixed fee for financial plans
$0 - Any Amount: Not to exceed 2% annually
$250 to $500 per hour for financial planning services
$250 per year or $25 per month for portal access to RightCapital software
105 S Cedar Street, Suite D
Summerville, SC 29483
Georgia · North Carolina · South Carolina · Texas
Generouswealth, LLC
2020 - Present (6 years)
LPL Financial
2015 - 2020 (5 years)
Independent Advisor Alliance, LLC
2015 - 2020 (5 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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