Karolyn Lunsford
Karolyn Lunsford is a CFP-designated registered investment advisor at Geneos Wealth Management, INC., based in Elberton, GA, with 32 years of industry experience. Karolyn 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
Elberton, GA
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2003Other Business ActivitiesSells Insurance
Karolyn operates under "The Flo Approach", is an independent representative with various insurance carriers for fixed insurance products, and has joint land ownership through The Rucker Group LLC. She is also the owner/president of Lunsford Financial Planning Inc and head coach of a travel softball team.
Employment History
Current Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Previous Registrations
Private Client Services, LLC
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Washington Square Securities, INC.
Washington Square Securities, INC.Broker
Fortis Investors, INC.Broker
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.