Firm
Generation Capital Management
Pittsford, New York
Fee-only
Generation Capital Management at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFA.
- Its Form ADV reports 4 employees and 275 individual clients, 70 of them high net worth.
- Its average account is about $2.4 million (assets it manages divided by its 481 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Pittsford, New York |
|---|---|
| Website | gencapmgmt.com |
| [email protected] | |
| Phone | (585) 232-8560 |
Generation Capital Management fees
Generation Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1.2 billion |
| Individual clients | 205 |
| High-net-worth clients | 70 |
| Accounts managed | 481 |
| Employees | 4 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-70216) |
| Financial planning | Offered |
| Form ADV filed | August 7, 2026 |
| SEC record | CRD 128523 |