SA
SA

Stelious Nmn Antourakis

11 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
18 advisors
Number of Clients
303 clients
Average Client Portfolio
$68.7M average
Assets Under Management
$20.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6641 West Broad Street, Suite 600, Richmond, VA, 23230

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History

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 Activities

Stelious is a Client Portfolio Manager at Thompson, Siegel, Walmsley LLC, dedicating full-time hours to sales and client services. He is also a registered representative of Funds Distributor, LLC, an unaffiliated broker-dealer.

Employment History
Current Registrations
Funds Distributor, LLCBroker
June 2014 - Present · 11 yrs 8 mos
Thompson Siegel & Walmsley LLC
December 2013 - Present · 12 yrs 2 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Stelious Nmn Antourakis - Financial Advisor | TrueAdvisor