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Anne Howe

Geneos Wealth Management, INC.
30 Years of Experience
Mcallen, TX
BrokerSells Insurance
View SEC Summary
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Anne Howe is a registered investment advisor at Geneos Wealth Management, INC., based in Mcallen, TX, with 30 years of industry experience. Anne 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.

Geneos Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
21,668 clients
Average Client Portfolio
$425K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1400 N Mccoll Rd, Suite 208, Mcallen, TX, 78501

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Anne works at William Coffman & Company Inc DBA: Coffman Wealth Management. She is also an independent agent for fixed insurance with various insurance carriers and a trustee for a family trust.

Employment History
Current Registrations
Geneos Wealth Management, INC.
January 2004 - Present · 22 yrs 9 mos
Geneos Wealth Management, INC.Broker
May 2003 - Present · 23 yrs 5 mos
Previous Registrations
Sunamerica Securities, INC.Broker
November 1997 - May 2003 · 5 yrs 6 mos
Sunamerica Securities, INC.Broker
November 1997 - November 1997 · 0 mos
Intersecurities, INC.Broker
May 1996 - November 1997 · 1 yr 6 mos
State Registrations4 states
FLINKSTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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