Advisor at Generational Private Wealth
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
Generational Private Wealth
Location
San Juan, PR
Credentials
Series 65
Industry experience
15 years
0.25% to 1.25% annually (range depending on account size and services provided)
$500 per hour for advanced financial planning and consulting
Account minimum: $10,000,000 (may be waived at sole discretion of the firm) Fee-only: Annual wealth management fees range between 0.25% and 1.25% of assets under management; hourly financial planning fee of $500/hour
Las Marias Consulting LLC
2023 - Present (3 years)
Hemington Wealth Management, LLC
2013 - 2023 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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