401k Generation
Assets Under Management
$172.9M
Number of Clients
141
Number of Advisors
6
Average Client AUM
$1.2M
AUM per Advisor
$28.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
401k Generation, Inc. offers retirement plan consulting services to plan sponsors and individual managed accounts and investment advisory services tailored to the specific needs of individuals, businesses, and trust account clients. They may also identify and monitor unaffiliated Third-Party Money Managers.
Fee Structure
Fees for retirement and pension consulting are negotiable, based on plan assets or a flat fee. Individual managed account fees are also negotiable, based on a tiered percentage of assets managed. Third-party asset manager program fees are a percentage of assets. Employees and related family accounts are generally handled on a no-fee basis. Fees are exclusive of custodial charges, brokerage commissions, and other expenses.
Areas of Practice
Location
237 S Westmonte Drive, Suite 300, Altamonte Springs,, FL, 32714