Geneos Wealth Management operates as both a registered investment advisor and a registered broker-dealer, offering services through independent investment advisor representatives. The firm provides comprehensive and modular financial planning, asset management services through traditional programs and wrap fee programs (such as Axiom and VIP Ultra), and referrals to approved third-party money managers. Representatives utilize various methods of analysis including fundamental, technical, cyclical, and charting analysis, and employ diverse investment strategies ranging from long-term purchases to tactical asset allocation and options writing. Geneos serves a wide variety of clients, including individuals, trusts, estates, and business entities. The firm emphasizes personalized services where clients can impose investment restrictions, and representatives may maintain dual registrations to offer brokerage and insurance products alongside advisory services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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%.