Generouswealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GenerousWealth, LLC provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients, preparing Investment Policy Statements and offering ongoing monitoring and reporting. The firm also gives clients access to personal financial planning software (RightCapital) to track net worth and goals.
The firm’s investment process is grounded in Modern Portfolio Theory and a long‑term trading orientation, with portfolios constructed across mutual funds, ETFs, equities and annuities and managed under client‑specific IPS documents and discretionary authority. For some accounts GenerousWealth leverages the Betterment for Advisors platform (branded as MoneyDove) for goal‑based, algorithmic portfolio construction, automated rebalancing and optional tax‑loss harvesting.
What distinguishes GenerousWealth from many peers is that it sponsors and serves as portfolio manager in a wrap fee program—an arrangement relatively uncommon for firms its size—while also integrating an automated Betterment offering and custodial relationships with LPL Financial and Betterment Securities. The firm recently transitioned to SEC registration and includes advisors with broker‑dealer and insurance licensure, factors that influence available products, custodial requirements and potential conflicts of interest clients may wish to review.
Client services
Expertise
Fee options
Fixed financial planning fees negotiated between $500 and $15,000
$0 - Any Amount: Not to exceed 2% annually
Some advisory representatives are also registered representatives of LPL Financial and may earn commissions for brokerage products, but advisory fees are separate and no commissions are charged on advisory accounts
Hourly financial planning fees negotiated between $250 and $500
Portal Only subscription fee ranging from $250 per year or $25 per month
Fee-only: Financial planning fixed fees between $500 and $15,000; hourly fees between $250 and $500; Portal subscription fee $250/year or $25/month
Main office
105 S Cedar Street, Suite D
Summerville SC 29483
Advisors at this office
2
Most active in
Georgia · Louisiana · North Carolina · South Carolina · Texas
Also doing business as
Compass Investment Advisors, LLC · Generouswealth, LLC · Moneydove
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Christopher M
Series 66
Summerville, SC
Generouswealth, LLC
Christopher Mise is a financial advisor at GenerousWealth, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC and Independent Advisor Alliance, LLC. Outside of his advisory role, he is a registered notary for the state of South Carolina. GenerousWealth, LLC provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm combines traditional and digital investment approaches, including a goal-based advisory option through a MoneyDove/Betterment arrangement, and applies modern portfolio theory with a long-term trading orientation.
Edward C
Series 63, Series 65
Summerville, SC
Generouswealth, LLC
Edward Carlton is a financial advisor with GenerousWealth, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Citigroup Global Markets, Wells Fargo Clearing, Independent Advisor Alliance, and LPL Financial. He co-founded GenerousWealth in 2020 and continues to provide investment advisory services there. GenerousWealth, LLC offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a long-term investment approach based on Modern Portfolio Theory. The firm manages portfolios across mutual funds, ETFs, equities, and annuities under client-specific Investment Policy Statements and incorporates both a wrap fee program and algorithm-driven portfolio construction through the Betterment for Advisors platform.
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