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About how much have you saved for retirement?*

Are you within 5 years of retirement or retired already?*

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We offer Financial Planning and Wealth Management services.

We are looking for long term relationships.

That being said, no one is obligated to work with us as a result of a contractual obligation. There are no penalties or buy outs should someone engage our services and decide to stop.

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Please Acknowledge

We charge a $5,000 first year financial planning fee - $2,000 of that is paid up front as a retainer upon signing a working agreement. The $3,000 balance is paid in 12 monthly installments of $250/month.

Wealth Management is not mandatory for our clients. However, for households for whom we perform wealth management services, we charge a sliding scale as follows:

~ Assets from $0.00 - $999,999.99 are billed at 1.00%
~ Assets from $1,000,000-$1,999,999.99 are billed at 0.85%
~ Assets from $2,000,000 -$10,000,000 are billed at 0.75%
~ Assets above $10,000,000 are billed at 0.50%

In exchange we are a fiduciary on our client's behalf. We do not get paid through any sources of commission, kickback, or other undisclosed revenue source.

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Generational Wealth Partners

Address

2701 SE J St Suite 109
Bentonville, AR 72712

Contact

(479) 601-4119
ian@wealth4generations.com

About Areas of Practice Our Team Contact Us AI Profile

Investment advice is offered through Fortis Capital Advisors, LLC. 7301 Mission Road, Suite 326, Prairie Village, KS 66208. Additional information about Fortis Capital Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualiﬁcations or services Fortis Capital Advisors, LLC offers, or that its personnel possess a particular level of skill, expertise, or training. The scope of financial planning and consulting services depends on a client’s needs and may be adjusted per any specific request.

The information provided herein is for informational and entertainment purposes only and should not be considered investment, tax, legal, or other professional advice. Generations Wealth Partners does not offer tax or legal advice.Generations Wealth Partners does not act as an attorney, accountant, or insurance agent and does not sell insurance products, prepare legal documents, or file tax returns.

Additional services may be available through a Generations Wealth Partners partner under their licensed capacity, fee structure, and specific terms and conditions.Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss during periods of declining values.
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