Fees for Planning Services

Transparency of fees is important to us. We don’t want to leave you wondering how much you are paying for your financial planning. There are several options depending on your current financial situation. 

Investment advisory accounts are assessed an assets-under-management (AUM) fee, which is a billing method based on the amount of assets you have with a financial advisor. The fee is a percentage of the assets under the management at Generational Wealth Planning.

This service includes ongoing financial planning to address all of your current and future concerns. You will receive a personal client portal where we work together on your financial plan. There are regularly scheduled meetings with your advisor plus unlimited access through email, phone, or virtual meeting.

See Fee Schedule Below for fees. Model portfolio costs range from 0.15% to 0.80% and Axiom platform fee of 0.20%.

Fee Schedule

*Fees are annualized and billed quarterly. Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.

Schedule Time To Meet

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