Geneos Wealth Management Inc

Wealth Management Firm in Akron, OH

Firm Info
Address: 525 N Cleveland Massillon Rd UNIT 205, Akron, OH 44333, USA
Website:
Phone: (330) 666-7491

Firm Size
Assets Under Management: $5.3 billion
# of Advisors: 210
# of Clients: 19,839
Client to Advisor Ratio: 94:1
Average Account Size: $267,129
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Geneos Wealth Management, Inc. Overview

Geneos Wealth Management, Inc. is a fee-based investment advisory firm headquartered in Centennial, CO. The firm has been in business since 2003 and is registered as a broker-dealer providing investment advice. Geneos Wealth Management offers a variety of services including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting services, and selection of other advisors. At Geneos Wealth Management, clients can expect personalized financial planning tailored to their unique needs. The firm’s portfolio management services are designed to help individuals and businesses grow and protect their wealth. Additionally, Geneos Wealth Management provides pension consulting services to help clients manage their employee retirement plans. The firm also offers educational seminars and workshops to help clients navigate the complex world of finance. Through these events, clients can learn more about investing, retirement planning, and other financial topics. Geneos Wealth Management is committed to helping clients achieve their financial goals and providing a high level of customer service.

GENEOS WEALTH MANAGEMENT, INC. serves a diverse range of clients to cater to their financial needs. From individuals to high net worth individuals, charitable organizations, and other corporation types not listed, the firm provides expert financial advice and customized solutions to help clients achieve their financial goals. Whether the objective is to create a retirement fund, invest in stocks, or manage a portfolio, GENEOS WEALTH MANAGEMENT, INC. has a proven track record of offering comprehensive financial planning services necessary for its clients to make informed decisions about their investments. When it comes to fee structures, GENEOS WEALTH MANAGEMENT, INC. offers flexibility to its clients depending on the service provided. Clients can choose from a percentage of AUM, hourly billing or fixed fees depending on their specific requirements. Asset Under Management (AUM) is a common fee-based approach wherein the firm charges a percentage of the assets that it manages for clients. The hourly fee structure charges clients for the time that financial advisors spend on their accounts, while fixed fees are a one-time charge that is calculated based on the complexity of the work being done. By providing different fee structures, GENEOS WEALTH MANAGEMENT, INC. aims to provide clients with a transparent and flexible approach to suit their individual financial planning needs.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Geneos Wealth Management, Inc., there is no mention of an investment minimum. Therefore, it is unclear what the firm's investment minimum is.

How This Office Can Help Akron, OH Residents

Geneos Wealth Management Inc provides personalized financial planning, investment management, and wealth management services that cater to the unique financial situations of clients in Akron, OH. Akron is a diverse city with a mix of blue-collar and white-collar workers, with varying incomes and financial needs. Geneos understands the financial challenges faced by Akron residents, including managing student loan debt, saving for retirement, and navigating the complex tax system. Geneos uses a collaborative approach to help clients achieve their financial goals. They take the time to listen to clients' needs, concerns, and aspirations. They also provide educational resources, insights, and strategies to help clients make informed decisions. Their services include retirement planning, investment planning, tax planning, risk management, and estate planning. Whether someone is just starting out or nearing retirement, Geneos has the expertise and knowledge to help Akron residents achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Geneos Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Geneos Wealth Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Geneos Wealth Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 525 N Cleveland Massillon Rd UNIT 205, Akron, OH 44333, USA
Phone (330) 666-7491
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 9055 E. MINERAL CIRCLE, SUITE 200, CENTENNIAL, CO 80112, United States

This firm has no other locations.

State Registrations

Geneos Wealth Management, Inc. is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Geneos Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.