Generational Legacies Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,744,983
Clients
25
36% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$1,709,799
About
Generational Legacies Wealth Management provides financial planning, retirement and rollover advice, and ongoing discretionary portfolio management for individuals (including high‑net‑worth clients), foundations, charitable organizations, and businesses. The firm also conducts periodic educational workshops on personal finance and investing and offers private, paid workshop engagements for organizations or families.
The firm’s investment process blends fundamental, macroeconomic, statistical, quantitative, and cyclical analysis and formalizes guidance in written investment policy statements that prioritize peak‑to‑trough drawdown risk and liquidity constraints. Portfolios may include a broad set of instruments — ETFs, equities, fixed income, alternative vehicles (REITs, interval and closed‑end funds, private funds), derivatives and strategies such as options, short selling, leveraged/inverse ETFs, and margin or securities‑backed borrowing; the firm explicitly uses borrowing within separately managed accounts.
Compared with peers, the firm’s routine use of securities‑backed borrowing in client accounts and its offering of public educational seminars are statistically uncommon among similar supported advisers. As a small, recently established adviser managing roughly $50.6 million across about 25 client relationships, it emphasizes drawdown and liquidity constraints and maintains an ownership affiliation with a real estate brokerage while keeping the businesses’ operations separate.
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
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.
Main office location
Generational Legacies Wealth Management
Coeur D'alene ID, United States
Number of offices
1
Most active in
Generational Legacies Wealth Management has reported serving >5 clients in these states in the last 12 months.
Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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