Generations Investment Advisors, LLC
Assets Under Management
N/A
Number of Clients
69
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Generations Investment Advisors, LLC provides portfolio analysis and recommends third-party money managers to clients. They assist in determining appropriate allocation models, reviewing account activity, and maintaining client relationships. Clients engage directly with third-party managers for investment management and portfolio design.
Fee Structure
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
Location
NC, United States