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Investment Management



We Believe in the Importance

Of an Efficient Portfolio


At Generous Wealth Management, we actively participate in the markets in order to choose the most successful path for you and the development of your portfolio. By determining a target allocation between various asset classes (such as equities and fixed income), we aim to be consistent with the investment objectives that you convey to us.

Over time, we will periodically review your portfolio and implement changes that we deem appropriate. Whether this is target asset class allocations and/or the specific assets held in your portfolio, these updates are made with your goals in mind.





Together, We’ll Discuss:


Approach To Investing | Boston  MA | Generous Wealth Management


Our Modern Approach

to Investing


Security Selection | Boston  MA | Generous Wealth Management


Security Selection


Risk Managed Strategies | Boston  MA | Generous Wealth Management


Risk-Managed Strategies


Tax Efficiency | Boston  MA | Generous Wealth Management


Tax Efficiencies


Ongoing Financial Monitoring | Boston  MA | Generous Wealth Management


Ongoing Monitoring


Portfolio Rebalancing | Boston  MA | Generous Wealth Management


Portfolio Rebalancing



Covering the Cost

GWM’s standard advisory fee is based on the market value of assets under management and is calculated as follows:

Account Value Annual Advisory Fee
$0 - $500,000 1.15%
$500,001 - $1,000,000 1.00%
$1,000,001 - $2,000,000 0.90%
$2,000,001 - $3,000,000 0.80%
$3,000,001 - $4,000,000 0.70%
$4,000,001 - $5,000,000 0.60%
Above $5,000,000 0.50%


Annual fees are negotiable, prorated and paid quarterly in arrears. The advisory fee is a blended fee and is calculated by assessing the percentage rates according to the chart above and applying the fee to the average account value throughout the quarter, resulting in a combined weighted fee.




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Discover Our Process