Joseph Sturniolo
Joseph Sturniolo is a registered investment advisor at Geneos Wealth Management, INC., based in Boulder, CO, with 42 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 14,112 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Geneos offers investment management services where representatives continuously monitor your account and make trades when necessary. This is offered under the VIP program, where you pay transaction charges separately, and the VIP Ultra and Axiom wrap fee programs, where advisory and transaction services are bundled into one fee. The annual fee ranges from 0.00% to 2.50% of your portfolio, with a minimum fee of 0.50%. Fees and fee structures vary by representative. Advisory accounts direct with American Funds utilizing their F2 share class will have either a tiered fee of 0.50%, 0.60%, 0.80%, or 1.00% dependent upon account balance and is not negotiable or a fixed fee of 0.75% which is not negotiable.
Location
4450 Arapahoe Ave, Suite #100, Boulder, CO, 80303
Get directionsHistory
Regulatory History (2)
Regulatory
May 2022Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Joseph operates under the DBA Joseph S Sturniolo & Associates Inc and is an independent insurance agent selling fixed insurance products. He also receives rental income from office space and works as an artist.
Employment History
Current Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Previous Registrations
First Allied Securities, INC.
First Allied Securities, INC.Broker
Sturniolo Joseph S & Associates INC
D.E. Frey & Company, INC.Broker
Prudential Securities IncorporatedBroker
William Blair & CompanyBroker
Kidder, Peabody & CO. IncorporatedBroker
Capital Consulting Associates, INC.Broker
E.B. Ellis & Company, INC.Broker
State Registrations39 states
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.