About this location
GENEOS WEALTH MANAGEMENT, INC. offers financial planning services, educational seminars/workshops, portfolio management for individuals and/or small businesses, pension consulting services, selection of other advisers, portfolio management for businesses and also performs business activities as broker-dealer.
Time in Business
No submission
Total Assets Under Management
$4,630,150,365
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Fixed fees
A percentage of assets under management
Hourly charges
