Marie 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
Series 65
Marie Palmer Kamprath is the sole advisor at Generational Legacies Wealth Management in Coeur D'Alene, ID, holding a Series 65 designation with 18 years of experience at Hearth Stone Real Estate. She operates within an independent firm structure. Generational Legacies Wealth Management provides financial planning, retirement and rollover advice, and discretionary portfolio management for individuals—including high-net-worth clients—foundations, charitable organizations, and businesses. The firm’s investment approach incorporates a range of instruments and strategies, emphasizes drawdown and liquidity constraints, and offers educational workshops on personal finance and investing.
Based on Generational Legacies Wealth Management
Based on Generational Legacies Wealth Management
$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 fixed fees typically range between $500 and $15,000 per engagement Fee-only: Stand-alone financial planning fixed fees ranging from $500 to $15,000; Educational workshops generally complimentary; private workshops range from $1,000 to $10,000 per day
Coeur D'alene, ID
Idaho
Hearth Stone Real Estate
2008 - Present (18 years)
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Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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