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PRICING

We aim to keep our fees simple and transparent as no client should ever have to wonder what


they are paying their advisor. All services are covered by the fee table below. 

$0 - $1mm in AUM: 1.25%

$1mm - $2mm in AUM: 1%

$2mm - $5mm in AUM 0.75%

$5mm+ in AUM: 0.5%

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  • The AUM fee covers all service areas (cash flow planning, investments, estate planning, insurance, retirement, and tax).

  • The fee is broken into monthly payments debited from the accounts under management

  • While we do not impose an asset minimum for our services, we do have a minimum fee of $5,000 annually. 

TELL US ABOUT YOUR GENERATIONS

call or email us:

785-273-5580 | contact@genwd.com

Alternatively 

Fill in your contact info and we will reach out

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