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 63, Series 65
Industry experience
32 years
Edward Carlton is a financial advisor with GenerousWealth, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at GenerousWealth since 2020 and previously held roles at LPL Financial and Independent Advisor Alliance, LLC. GenerousWealth, LLC provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning with a long-term investment approach. The firm combines traditional broker-dealer custodianship with a digital advisory platform, managing approximately $96 million across about 256 clients.
$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
Louisiana · South Carolina
Generouswealth, LLC
2020 - Present (6 years)
LPL Financial
2015 - Present (11 years)
Independent Advisor Alliance, LLC
2015 - 2020 (5 years)
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Insurance agent
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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
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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