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Michelle France

Geneos Wealth Management, INC.
29 Years of Experience
Midvale, UT
1 DisclosureBroker
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Michelle France is a registered investment advisor at Geneos Wealth Management, INC., based in Midvale, UT, with 29 years of industry experience. Michelle 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

Midvale, UT

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2005
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michelle is the president of Enchanted Estates HOA.

Employment History
Current Registrations
Geneos Wealth Management, INC.
August 2013 - Present · 13 yrs 2 mos
Geneos Wealth Management, INC.Broker
August 2013 - Present · 13 yrs 2 mos
Previous Registrations
AXA Advisors, LLCBroker
April 2013 - August 2013 · 4 mos
AXA Advisors, LLC
April 2013 - August 2013 · 4 mos
Lefavi Wealth Management
June 2012 - March 2013 · 9 mos
Bruce A. Lefavi Securities, INC.Broker
June 2012 - March 2013 · 9 mos
Knox Capital Advisors, LLC
May 2010 - June 2012 · 2 yrs 1 mo
Kcg Securities, LLCBroker
May 2010 - June 2012 · 2 yrs 1 mo
Geneos Wealth Management, INC.
June 2009 - April 2010 · 10 mos
Knox Capital Advisors, LLC
January 2009 - June 2009 · 5 mos
Geneos Wealth Management, INC.Broker
January 2006 - April 2010 · 4 yrs 3 mos
Geneos Wealth Management, INC.
January 2006 - December 2008 · 2 yrs 11 mos
M Holdings Securities, INC.
May 2005 - June 2005 · 1 mo
Lincoln Financial Advisors CorporationBroker
February 1999 - April 2005 · 6 yrs 2 mos
The Lincoln National Life Insurance CompanyBroker
February 1999 - April 2005 · 6 yrs 2 mos
Salomon Smith Barney INC.Broker
May 1998 - January 1999 · 8 mos
Key Investments INC.Broker
June 1997 - May 1998 · 11 mos
Fidelity Brokerage Services, INC.Broker
August 1996 - June 1997 · 10 mos
State Registrations5 states
ILMATXUTWA
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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