Gyasi Marshall

401k Generation

10 Years of Experience

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Firm Information

401k Generation

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

6 advisors

Number of Clients

141 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$172.9M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $2.0M	1.00%
$2.0M - $3.0M	0.70%
$3M+	0.50%

Employees and related family accounts are generally handled on a no fee basis.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Fees for individual managed accounts are based on a percentage of your portfolio's value. The annual consulting fee is 1.00% for portfolios up to $1,999,999.99, 0.70% for portfolios between $2,000,000.00 and $2,999,999.99, and 0.50% for portfolios of $3,000,000.00 or more. Employees and related family accounts are generally handled on a no-fee basis.

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Areas of Practice

Investment ManagementRetirement Planning

Advisor Information

Office location

237 S Westmonte Drive, Suite 300, Altamonte Springs,, FL, 32714

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Regulatory 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.

Employment History

Current Registrations

401k Generation

March 2017 - Present · 8 yrs 10 mos

Previous Registrations

PFS Investments INC. Broker

June 2015 - December 2016 · 1 yr 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.