Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
238 advisors
Number of Clients
14,112 clients
Average Client Portfolio
$397K average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$5K
Financial Plan Fee:$125 - $25,000
Hourly Rate:$35 - $300/hr

Financial planning fees are negotiated and can be charged as a one-time fixed fee ($125-$25,000), an hourly fee ($35-$300 per hour), or a fixed periodic fee ($50-$25,000 per period). For asset management services, fees range from 0.00% to 2.50% annually, negotiated between you and your representative. The minimum account fee is 0.50%. Advisory accounts direct with American Funds utilizing their F2 share class will have either a tiered fee of 0.50% , 0.60%, 0.80%, or 1.00% dependent upon account balance and is not negotiable or a fixed fee of 0.75% which is not negotiable. Axiom accounts valued under $50,000 are subject to a quarterly small account fee of $20.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInvestment Management
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Advisor Information

Office location

1400 N Mccoll Rd, Suite 208, Mcallen, TX, 78501

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anne works at William Coffman & Company Inc DBA: Coffman Wealth Management. She is also an independent agent for fixed insurance with various insurance carriers and a trustee for a family trust.

Employment History
Current Registrations
Geneos Wealth Management, INC.
January 2004 - Present · 22 yrs
Geneos Wealth Management, INC. Broker
May 2003 - Present · 22 yrs 8 mos
Previous Registrations
Sunamerica Securities, INC.Broker
November 1997 - May 2003 · 5 yrs 6 mos
Sunamerica Securities, INC.Broker
November 1997 - November 1997 · 0 mos
Intersecurities, INC. Broker
May 1996 - November 1997 · 1 yr 6 mos
State Registrations3 states
FLKSTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.