GENERATIONAL WEALTH MANAGEMENT
Zeeland, Michigan
5.0
12 Reviews
Generational Wealth Management is a premier investment advisory firm headquartered in Zeeland, MI, dedicated to assisting clients in building and preserving generational wealth. With a team of ten talented professionals, including eight experienced investment advisors, they provide comprehensive financial services tailored to meet individual needs. The firm boasts an impressive track record, managing an average of $85,740,000 in assets per investment advisor, aligning with the industry average. Their compensation structure is diverse, offering various options such as a percentage of assets under management. Generational Wealth...
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Assets Under Mgmt

$208.3M

Investment Professionals

8

Locations

2

% 401K & Individual

52%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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