John Palmer Kamprath
Advisor at Generational Legacies Wealth Management
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.
Advisor at Generational Legacies Wealth Management
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.
Location
Coeur D'alene, ID
Credentials
CFP®, Series 66
Industry experience
17 years
John Palmer Kamprath is a CFP® and holds a Series 66 license, with 17 years of industry experience. He is the principal advisor at Generational Legacies Wealth Management, having previously worked at UBS Financial Services, Inc. and Grupp Financial LLC. Outside of his advisory role, he works as an independent educational consultant for private Catholic schools. Generational Legacies Wealth Management provides financial planning and portfolio management to individuals, foundations, charitable organizations, corporations, and pension plan sponsors. The firm utilizes a macroeconomic investment framework and offers a range of services including comprehensive planning, small-business advice, educational workshops, and access to institutional-level sub-advisers, serving both retail and institutional clients with a bespoke approach.
Based on Generational Legacies Wealth Management
Based on Generational Legacies Wealth Management
Financial planning engagements assessed a fixed fee, typically $500 to $15,000; educational workshops may be charged $1,000 to $10,000 per day for private workshops.
$0 - $1,000,000: 0.75% annually $1,000,001 - $2,500,000: 0.70% annually $2,500,001 - $5,000,000: 0.65% annually $5,000,001 - $7,500,000: 0.60% annually $7,500,001 - $10,000,000: 0.50% annually $10,000,001 - $15,000,000: 0.40% annually $15,000,001 - $25,000,000: 0.35% annually $25,000,001 - $35,000,000: 0.30% annually $35,000,001+: 0.25% annually
Minimum fee: Financial planning fees typically range from $500 to $15,000 per engagement. Fee-only: Portfolio management fees are asset-based; financial planning is fee-only via fixed fees.
Coeur D'alene, ID
Idaho
Saeculum LLC dba Generational Legacies Wealth Management
2023 - Present (3 years)
Grupp Financial LLC
2021 - 2023 (2 years)
Grupp Organization LLC
2021 - 2023 (2 years)
UBS Financial Services, Inc.
2008 - 2021 (13 years)
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Lawyer
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