GENERATIONAL WEALTH ADVISORS
Richardson, Texas
4.9
714 Reviews
Generational Wealth Advisors, a local investment advisory firm based in Richardson, TX, is committed to providing comprehensive financial solutions to its clients. With a single office, the firm boasts a team of 23 talented professionals, out of which 8 specialize in investment advisory services. With an impressive track record, each investment advisor manages an average of $35,320,000 in assets under management.
Generational Wealth Advisors offers a versatile compensation structure, catering to diverse client needs. Their options include a percentage of assets under management, hourly charges, and fixed fees. While less than 30%...
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Assets Under Mgmt
$282.56M
Investment Professionals
8
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Other Business Activities
Registered representative of a broker-dealer
Futures Commision Merchant
Insurance broker or agent
Lawyer or law firm
Resources
On the Blog
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