Broker Check

What It Cost

Pricing & Services Model

Generations Wealth has created 4 unique opportunities to experience our process. This collaborative program will guide you in clarifying your highest priorities. Over the course of a number of meetings, we will develop a plan with action items that focus on your aspirations, not simply your investments.


Each package includes the following:
SERVICE TIER

Blueprint


SERVICE LINE

Intelligent

Investment Advisor


MINIMUM ASSETS

$0


MAXIMUM ASSETS

Unlimited


FEE CALCULATION
(% OF INVESTED ASSETS)

0.75%


MINIMUM FEE

$240


MAXIMUM FEE

$6,000


FINANCIAL POINT OF OPTIMIZATION ABOVE

$800,000+


SETUP FEE

$1,500

SERVICE TIER

Compass


SERVICE LINE

Managed Investments


MINIMUM ASSETS

$0


MAXIMUM ASSETS

Unlimited


FEE CALCULATION
(% OF INVESTED ASSETS)

0.75%


MINIMUM FEE

$7,500


MAXIMUM FEE

$75,000


FINANCIAL POINT OF OPTIMIZATION ABOVE

$10,000,000+


SETUP FEE

$1,500 - $5,000

SERVICE TIER

Cornerstone


SERVICE LINE

Personal CFO


MINIMUM ASSETS

$0


MAXIMUM ASSETS

Unlimited


FEE CALCULATION
(% OF TOTAL ASSETS)

0.50%


MINIMUM FEE

$35,000


MAXIMUM FEE

$100,000


FINANCIAL POINT OF OPTIMIZATION ABOVE

$22,000,000+


SETUP FEE

$5,000

SERVICE TIER

Concierge


SERVICE LINE

Tailored


MINIMUM ASSETS

$0


MAXIMUM ASSETS

Unlimited


FEE CALCULATION

Negotiated


MINIMUM FEE

$1,000


MAXIMUM FEE

$50,000


FINANCIAL POINT OF OPTIMIZATION ABOVE

N/A


SETUP FEE

$0 - $5,000

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