Angela Rehkop
Angela Rehkop is a CFP, ChFC-designated registered investment advisor at Geneos Wealth Management, INC., based in Brookhaven, GA, with 32 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 14,112 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Geneos offers investment management services where representatives continuously monitor your account and make trades when necessary. This is offered under the VIP program, where you pay transaction charges separately, and the VIP Ultra and Axiom wrap fee programs, where advisory and transaction services are bundled into one fee. The annual fee ranges from 0.00% to 2.50% of your portfolio, with a minimum fee of 0.50%. Fees and fee structures vary by representative. 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.
Location
Brookhaven, GA
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Regulatory History (1)
Customer Dispute
May 2016Other Business ActivitiesSells Insurance
Angela works under Financial Care Providers (non-investment related), is an independent representative with various insurance carriers for fixed insurance sales, and is the founder of Golf for the Kids. She is also the president of The Cannery HOA, a speaker for My Secure Advantage, and a board member for Warren Epstein and Associates Architects Inc.
Employment History
Current Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Previous Registrations
Cg Advisory Services
LPL Financial LLC
LPL Financial LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Allmerica Investments, INC.Broker
J. W. Gant & Associates, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.