Konstantinos Georgostathis
Konstantinos Georgostathis is a CFP-designated registered investment advisor at Vantage Financial Partners, LLC, based in Loveland, OH, with 28 years of industry experience. Konstantinos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,807 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vantage Financial Partners (VFP) offers investment management services for an annual fee based on the amount of your portfolio. This fee ranges from 0.40% to 1.50%, depending on the size and composition of your portfolio, the services provided, and the individual(s) providing the services. The fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter. VFP may negotiate a different fee rate for certain client holdings, such as held-away assets, accommodation accounts, and alternative investments.
Location
7844 Remington Rd, Loveland, OH, 45242
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2018Other Business Activities
Konstantinos is involved in tax preparation with JH Hewitt since 2019, dedicating minimal time. He is also a partner in All Around 4 The Family (since 2021) and Allgoodfinds.com (since 2024), both e-commerce businesses, spending minimal time on each.
Employment History
Current Registrations
Vantage Financial Partners, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
9258 Wealth Management, LLC
Fidelity Brokerage Services LLCBroker
Provident Securities & Investment CompanyBroker
Intersecurities, INC.Broker
State Registrations1 state
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.