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Updated September 28, 2026. Quick answer: Geneos Wealth Management is registered with the SEC as an investment adviser (CRD #120894, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run up to $12,500 a year (the published maximum, which the firm says is negotiable) under its published fee schedule. Already a client and thinking about leaving? Budget $150 if Pershing custodies your account. This review covers what its own fee brochure and current SEC registration confirm today; it does not assess fiduciary status or account minimums.
Geneos Wealth Management at a glance
| Fact | What Geneos Wealth Management’s own pages say |
|---|---|
| Legal entity | Geneos Wealth Management, Inc. |
| Registration | Geneos Wealth Management, Inc. is registered with the SEC as an investment adviser (CRD #120894, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | Up to $12,500 a year (the published maximum, which the firm says is negotiable), per its own current brochure |
| Minimum to open an account | Not assessed in this review; see Item 5 of its Form ADV Part 2A |
| Cost to leave (exit fee) | $150 if Pershing custodies your account |
What Geneos Wealth Management’s own fee schedule charges
The registrant is Geneos Wealth Management, Inc., a dual registrant (investment adviser and broker-dealer) based in Englewood, Colorado. The priced figure is the stated maximum for its Axiom wrap program for individual clients. The firm’s main brochure gives a similar range of 0.00% to 2.50% for its VIP program without calling it a maximum, and adds a stated minimum account fee of 0.50%, so this ceiling is not a typical charge.
“Typically, there is an annual fee that is negotiated between you and your representative up to 2.50%. Some portfolio strategists receive a portion of this fee ranging from 0.00%-0.70% depending on the model selected, this is also referred to as the model cost.”
Geneos publishes a negotiated fee of up to 2.50% of account assets for the Axiom wrap program rather than a tiered schedule, so each balance is priced at that ceiling. The brochure states its minimum account fee as a percentage, 0.50%, and discloses no minimum annual dollar fee, so no dollar floor applies. These are ceiling figures, not typical or negotiated charges.
The table below is the firm’s own advisory fee schedule. Fund expenses, custodian charges and any third-party manager or platform fees are generally separate from an advisory fee like this one; Item 5 of the brochure lists what applies to a given account.
| Account balance | Annual fee |
|---|---|
| $250,000 | $6,250 |
| $500,000 | $12,500 |
| $1,000,000 | $25,000 |
| $2,000,000 | $50,000 |
These figures come directly from Geneos Wealth Management’s own current fee brochure, cited in Sources below.
Registration
Geneos Wealth Management, Inc. is registered with the SEC as an investment adviser (CRD #120894, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity).
What it costs to leave
Geneos Wealth Management, Inc.’s Form ADV Part 2A states “You, Geneos, or your representative are able to terminate the agreement at any time by providing written notice to the appropriate party.” Geneos Wealth Management, Inc. names two possible custodians in its brochure, with no single default. Pershing Advisor Solutions LLC’s own published fee schedule states “Account Termination” Fidelity Institutional Wealth Services discloses no comparable line item (an honest gap).
The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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- Form ADV Part 2A, Appendix 1 (Wrap Fee Program Brochure) (March 26, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027702
- SEC IAPD firm summary (CRD #120894, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/120894
Methodology. This page was built September 28, 2026, drawing directly on Geneos Wealth Management’s own current fee brochure, cited in Sources below, and a fresh SEC IAPD registration check run the same day. Where exit-fee facts are cited, they trace to the named custodian’s own published schedule. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Geneos Wealth Management’s own Form ADV Part 2A and Form CRS. We have not used Geneos Wealth Management as a client. Geneos Wealth Management did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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