Athanassios Panagiotakopoulos is a registered investment advisor at Dynamic, based in Phoenix, AZ, with 15 years of industry experience. Athanassios operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,484 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dynamic's investment advisory fees can range up to 2.25% annually, depending on the investment strategy's complexity and the account size. Larger accounts or less complex strategies may have lower fees. More complex situations, like multiple investment objectives or aggressive growth strategies, may incur higher fees. Fees are negotiable and vary among financial advisors. Some advisors may establish minimum fees, potentially exceeding 2.25% annually. Clients with margin accounts are subject to fees on the additional assets resulting from the use of margin.
Location
5134 N Central Avenue, Suite 101, Phoenix, AZ, 85012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Athanassios is a passive manager/member and minority owner of 3rd What Ventures, LLC, and a passive member of Synergy Assets, LLC, both investment-related. He also owns rental properties and receives compensation, spending minimal time on this activity.
Employment History
Current Registrations
Dynamic
Previous Registrations
Pathlight Investors, LLC
Wells Fargo Advisors, LLC
State Registrations2 states
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