Charles Bigbie
Charles Bigbie is a CFP, ChFC-designated registered investment advisor at Geneos Wealth Management, INC., based in Englewood, CO, with 42 years of industry experience. Charles 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
9635 Maroon Circle, Suite 100, Englewood, CO, 80112
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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.