Charles Bigbie
Charles Bigbie is a CFP, ChFC-designated registered investment advisor at Geneos Wealth Management, INC., based in Tulsa, OK, with 42 years of industry experience. Charles 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
7233 S 85th E Avenue, Suite #400, Tulsa, OK, 74133
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2013Other Business ActivitiesSells Insurance
Charles is an independent insurance agent selling fixed insurance products and owns Woodland Wealth Management LLC. He also has several other business activities including being an expert witness, firearms dealer, college instructor, author, model train sales, and real estate member.
Employment History
Current Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Previous Registrations
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
New England SecuritiesBroker
State Registrations21 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.
Exams
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