Advisor at Asset Solutions, Inc.
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Firm
Asset Solutions, Inc.
Location
Littleton, CO 80123
Credentials
CFP®, Series 63
Industry experience
43 years
Mark Richey is a CFP® with 42 years of industry experience, currently serving at Asset Solutions, Inc. since 1998 and also associated with Geneos Wealth Management, Inc. since 2007. He conducts educational classes for federal government agency members on civil service, retirement, and insurance benefits, incorporating financial planning elements such as cash flow and estate calculations. Asset Solutions, Inc. is a four-advisor team managing approximately $89 million for about 285 clients, including individuals, trusts, and estates. The firm provides financial planning and asset management services using mutual funds and model portfolios tailored to client risk profiles, and it is known for its seminar offerings focused on federal government employee groups.
Based on Asset Solutions, Inc.
Based on Asset Solutions, Inc.
Based on Asset Solutions, Inc.
$0 - $100,000: 1.25% $100,001 - $200,001: 1.15% $200,001 - $300,000: 1.05% $300,001 - $400,000: 0.95% $400,001 - $500,000: 0.85% $500,001 - $600,000: 0.75% $600,001 - $700,000: 0.65% $700,001 - $800,000: 0.55% $800,001+: 0.45%
Advisory representatives are dually registered and may receive commissions for securities and insurance products through Gĕneos Wealth Management, Inc.
Hourly fees up to $150 per hour; $75 per hour for computer and administrative work
Minimum fee: Fixed fee ranges from $250 to $750 for planning services Fee-only: Financial planning fees are negotiable; fixed fees from $250 to $750; hourly fees $75 to $150 per hour
8441 West Bowles Avenue, Suite 225
Littleton, CO 80123
Colorado · Florida · Texas
Geneos Wealth Management, Inc.
2007 - Present (19 years)
Asset Solutions, Inc.
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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