Generational Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$263,417,349
Total clients
49
55% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
16
Average account size
$5,375,864
Client services
Fee options
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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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