How does the advisor help clients – Key Takeaways:
Geneos Wealth Management, Inc. is dedicated to providing sound financial guidance to its clients. As experts in financial planning, the firm offers a variety of services and works with a diverse range of clients to help them achieve their financial goals. With years of experience and a team of highly qualified advisors, Geneos Wealth Management, Inc. provides comprehensive solutions for all financial needs.
As a financial expert, Geneos Wealth Management, Inc. is able to offer valuable insights and advice to its clients. From portfolio management to retirement planning, the firm remains committed to helping clients make informed financial decisions. By staying up-to-date on market trends and regulatory changes, Geneos Wealth Management, Inc. is equipped to guide clients through any financial challenges they may face.
Facts and Insights
Geneos Wealth Management, Inc. was founded in 2004 and is headquartered in Denver, Colorado. As a Registered Investment Advisor (RIA), the firm is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. The firm currently has over 250 advisors and manages over $8 billion in client assets.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (USD) |
|---|---|---|
| 2004 | 250+ | $8 billion |
Financial Services Offered
Geneos Wealth Management, Inc. offers a wide range of financial services to its clients. These services include:
- Investment Management – Helps clients build and manage investment portfolios based on their risk tolerance and financial goals.
- Retirement Planning – Helps clients plan for a secure and comfortable retirement by creating personalized retirement plans and offering advice on Social Security and Medicare.
- Tax Planning – Offers tax planning strategies to help clients minimize their tax burden and maximize their savings.
- Estate Planning – Assists clients in creating comprehensive estate plans that ensure their assets are distributed according to their wishes.
- Insurance Services – Offers insurance solutions to protect clients’ financial security, including life, disability, and long-term care insurance.
Client Types
Geneos Wealth Management, Inc. caters to a diverse range of clients, including individuals, families, small businesses, and institutions. The firm believes that no matter their financial situation, all clients deserve access to quality financial advice and services.
Fees & Compensation
Geneos Wealth Management, Inc. charges fees based on a percentage of assets under management (AUM). The firm’s fee structure is transparent and clients can expect to pay an annual fee that ranges from 0.5% to 2% of their AUM, depending on the complexity of their financial situation. The firm does not receive any commissions or third-party payments, ensuring that their advice is always unbiased and in the best interest of their clients.
Background
The team at Geneos Wealth Management, Inc. is made up of dedicated and experienced financial advisors who are committed to helping clients achieve financial success. The firm’s leadership team has decades of combined experience in the financial industry, and they are continuously investing in their advisors’ training and education to ensure they are up-to-date on the latest industry trends and strategies.
Financial Advisor Disclosures to Know
Geneos Wealth Management, Inc. has a clean record with regulatory agencies, and there are no disciplinary actions or regulatory violations against the firm or its advisors on record. As a fiduciary, the firm is bound by the highest ethical standards, and transparency is a top priority.