Generational Legacies Wealth Management

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Client assets under management

$42,744,983

Clients

36% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$1,709,799

About

Generational Legacies Wealth Management provides financial planning and discretionary portfolio management for individuals — including high‑net‑worth clients — as well as foundations, charities, and businesses. The firm prepares customized written financial plans and investment policy statements, and it offers retirement-plan advice and ongoing supervision of client investments.

The firm’s investment approach combines fundamental, macroeconomic, statistical, quantitative, and cyclical analysis and is implemented through tailored Investment Policy Statements that prioritize drawdown and liquidity constraints under a “go anywhere, not everywhere” framework. Portfolios may include a broad set of instruments — including ETFs, individual equities and fixed income, alternative investments, interval funds, private placements, options, short positions, and the use of margin or securities‑backed borrowing in separately managed accounts — and are actively managed with periodic rebalancing and due diligence.

Distinctive features include a small, family‑controlled advisory team with a concentrated client roster, which results in hands‑on oversight that differs from larger supported firms. The firm also conducts periodic educational workshops (both complimentary public sessions and fee‑based private engagements) and is willing to employ leveraged and less‑typical strategies within client accounts, practices that are less common among peers in this category.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Active portfolio management Private / alternative investments Real estate investing Options & derivatives strategies

Fee options

Percentage

$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

Other

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

Main office location

Generational Legacies Wealth Management

Coeur D'alene ID, United States

Number of offices

Most active in

Idaho

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 208-299-0400

Advisors at this firm

Marie P

Series 65

Coeur D'alene, ID

Generational Legacies Wealth Management

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.

Active portfolio management Private / alternative investments Real estate investing Options & derivatives strategies

John P

CFP®, Series 66

Coeur D'alene, ID

Generational Legacies Wealth Management

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.

Active portfolio management Private / alternative investments Real estate investing Options & derivatives strategies

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