Karen Jorgensen
Karen Jorgensen is a registered investment advisor at Geneos Wealth Management, INC., based in Denver, CO, with 35 years of industry experience. Karen 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
1901 Wazee Street, Unit 607, Denver, CO, 80202
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Regulatory History
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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Karen works as a registered assistant for Sanctuary Advisors, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Geneos Wealth Management, INC.Broker
Sanctuary Advisors
Previous Registrations
Sanctuary Securities LLCBroker
Sanctuary Wealth Advisors LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Smith Barney INC.Broker
Everen Securities, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
State Registrations2 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.