Advisor at Geneos Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Geneos Wealth Management, Inc.
Location
Schuylkill Haven, PA
Credentials
Series 66
Industry experience
18 years
Financial planning one-time fixed fees from $125 to $25,000
$0+: Negotiated between 0.00% to 2.50% annually $0+: American Funds direct program tiered fees of 0.50%, 0.60%, 0.80%, or 1.00% depending on account balance (not negotiable) $0+: American Funds direct program fixed fee option of 0.75% (not negotiable)
Representatives may earn commissions as registered representatives and insurance agents separately from advisory fees
Financial planning hourly fees range from $35 to $300 per hour
Financial planning periodic fees ranging from $50 to $25,000 per period (monthly, quarterly, semi-annual, or annual)
Account minimum: $5,000 Minimum fee: Minimum asset management fee of 0.50% (50 basis points) annually Fee-only: Financial planning fees charged as one-time fixed fee ($125 to $25,000), hourly fee ($35 to $300 per hour), or periodic fee ($50 to $25,000 per period)
Kiefer Investment Services
2011 - Present (15 years)
Geneos Wealth Management
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Is not active or affiliated with:
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.
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Edward Jones
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Series 63, Series 65
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Edward Jones
CFA®, Series 63
Cressona, PA
Yuenling Asset Management
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