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Clarence Krepps

Geneos Wealth Management, INC.
43 Years of Experience
Lansdale, PA
BrokerSells Insurance
View SEC Summary
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Clarence Krepps is a ChFC-designated registered investment advisor at Geneos Wealth Management, INC., based in Lansdale, PA, with 43 years of industry experience. Clarence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 21,668 clients with $9.2B in assets under management.

Geneos Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
21,668 clients
Average Client Portfolio
$425K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual management fees are negotiated between you and your representative, ranging from 0.00% to 2.50%. The firm specifies a minimum account fee floor of 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Lansdale, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Clarence operates under the DBA C Andrew Krepps Jr and is an independent representative with various insurance carriers for fixed products. He also does tax preparation, is a general partner of Krepps Holdings LLC, owns real estate through 105 Montgomery LLC, and is a board member of Gemma Services and Gemma Foundation.

Employment History
Current Registrations
Geneos Wealth Management, INC.
July 2004 - Present · 22 yrs 3 mos
Geneos Wealth Management, INC.Broker
July 2004 - Present · 22 yrs 3 mos
Previous Registrations
Multi-Financial Securities Corporation
January 1998 - July 2004 · 6 yrs 6 mos
Multi-Financial Securities CorporationBroker
October 1990 - July 2004 · 13 yrs 9 mos
American Preferred Securities, INC.Broker
November 1986 - October 1990 · 3 yrs 11 mos
John Hancock Mutual Life Insurance CompanyBroker
October 1983 - October 1990 · 7 yrs
American Preferred Securities, INC.Broker
October 1982 - October 1990 · 8 yrs
State Registrations1 state
PA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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