Geneos Wealth Management provides personalized investment advisory services through its representatives. These services include financial planning and consulting, referrals to third-party money managers, and asset management. Financial planning helps clients set long-term financial goals. Asset management provides ongoing supervision of client accounts, with representatives monitoring accounts and making trades when necessary. Geneos offers both traditional and wrap fee programs.
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.