Generational Legacies Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Generational Legacies Wealth Management provides financial planning and discretionary portfolio management for individuals — including high‑net‑worth clients — as well as foundations, charities, and businesses. The firm prepares customized written financial plans and investment policy statements, and it offers retirement-plan advice and ongoing supervision of client investments.
The firm’s investment approach combines fundamental, macroeconomic, statistical, quantitative, and cyclical analysis and is implemented through tailored Investment Policy Statements that prioritize drawdown and liquidity constraints under a “go anywhere, not everywhere” framework. Portfolios may include a broad set of instruments — including ETFs, individual equities and fixed income, alternative investments, interval funds, private placements, options, short positions, and the use of margin or securities‑backed borrowing in separately managed accounts — and are actively managed with periodic rebalancing and due diligence.
Distinctive features include a small, family‑controlled advisory team with a concentrated client roster, which results in hands‑on oversight that differs from larger supported firms. The firm also conducts periodic educational workshops (both complimentary public sessions and fee‑based private engagements) and is willing to employ leveraged and less‑typical strategies within client accounts, practices that are less common among peers in this category.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.75% annually $1,000,001 - $2,500,000: 0.70% annually $2,500,001 - $5,000,000: 0.65% annually $5,000,001 - $7,500,000: 0.60% annually $7,500,001 - $10,000,000: 0.50% annually $10,000,001 - $15,000,000: 0.40% annually $15,000,001 - $25,000,000: 0.35% annually $25,000,001 - $35,000,000: 0.30% annually $35,000,001+: 0.25% annually
Minimum fee: Financial planning fixed fees typically range between $500 and $15,000 per engagement Fee-only: Stand-alone financial planning fixed fees ranging from $500 to $15,000; Educational workshops generally complimentary; private workshops range from $1,000 to $10,000 per day
Main office
Coeur D'Alene ID
Advisors at this office
2
Most active in
Idaho
Also doing business as
Generational Legacies Wealth Management · Saeculum LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Marie P
Series 65
Coeur D'Alene, ID
Generational Legacies Wealth Management
Marie Palmer Kamprath is a financial advisor at Generational Legacies Wealth Management in Coeur D'Alene, ID. She holds a Series 65 credential and has 18 years of experience working with Hearth Stone Real Estate. Generational Legacies Wealth Management provides financial planning and discretionary portfolio management for individuals, foundations, charities, and businesses. The firm employs a diverse investment approach that includes fundamental, macroeconomic, quantitative, and cyclical analysis, offering tailored portfolios with active management and a focus on liquidity and drawdown constraints.
John P
CFP®, Series 66
Coeur D'Alene, ID
Generational Legacies Wealth Management
John Palmer Kamprath is a CFP® and holds a Series 66 license, with 17 years of industry experience. He is the principal advisor at Generational Legacies Wealth Management, having previously worked at UBS Financial Services, Inc. and Grupp Financial LLC. Outside of his advisory role, he works as an independent educational consultant for private Catholic schools. Generational Legacies Wealth Management provides financial planning and portfolio management to individuals, foundations, charitable organizations, corporations, and pension plan sponsors. The firm utilizes a macroeconomic investment framework and offers a range of services including comprehensive planning, small-business advice, educational workshops, and access to institutional-level sub-advisers, serving both retail and institutional clients with a bespoke approach.
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