GENERATIONAL LEGACIES WEALTH MANAGEMENT

RIASEC Registered

Total AUM

$50.6M

Discretionary

$50.6M

100% of AUM

Avg account

$744K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 327966
Website: genlegacies.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI72.58%
Charitable Organizations15.55%
Individuals11.86%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Generational Legacies Wealth Management is an independent registered investment advisory firm structured as an LLC that focuses on individual and family clients. The firm acts as a capital allocator, combining in-house portfolio management and financial planning with selection of outside advisers. Its fee model includes both a percentage-of-AUM component and fixed fees. Core services listed by the firm include comprehensive financial planning, portfolio management for individuals, small businesses and institutional/organizational clients, manager selection, and educational seminars and workshops. Generational Legacies does not identify as an active ESG investor and is not described as a multistate adviser. The firm also holds an industry affiliation as a real estate broker.