ST
Firm Information
Compensation
Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
69 clients
Average Client Portfolio
Not specified
Fee Structure
Financial Planning:Investment management only
Generations Investment Advisors works with third-party money managers. Fees are negotiable with a minimum of 0.25%. The maximum annual fee, including Generations Investment Advisors, the third-party money manager, and custodian fees, is no more than 1.88% per annum. Fees are based on the market value of your account. The custodian deducts fees and sends them to the third-party manager, who then pays Generations Investment Advisors.
Areas of Practice
Investment Management
Loading...
Advisor Information
Office location
2323 Addison Blvd, High Point, NC, 27262
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Generations Investment Advisors, LLC
August 2006 - Present · 19 yrs 5 mos
Previous Registrations
Efficient Advisors
December 2022 - August 2025 · 2 yrs 8 mos
Sowell Management
May 2019 - March 2023 · 3 yrs 10 mos
Matson Money, INC.
May 2017 - September 2025 · 8 yrs 4 mos
Next Financial Group, INC.
April 2005 - August 2006 · 1 yr 4 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.