Martin Erzinger
Martin Erzinger is a registered investment advisor at Geneos Wealth Management, INC., based in Denver, CO, with 44 years of industry experience. Martin 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
Get directionsHistory
Regulatory History (2)
Regulatory
August 2011Criminal
August 2010Other Business ActivitiesSells Insurance
Martin is affiliated with Sanctuary Advisors as an investment-related business and is an independent representative with various insurance carriers for fixed insurance products. He also serves as a board member for the Economic Club of Colorado, Global Elite Medical, and Central City Opera.
Employment History
Current Registrations
Geneos Wealth Management, INC.Broker
Sanctuary Advisors
Previous Registrations
Sanctuary Securities LLCBroker
Sanctuary Wealth Advisors LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations4 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.