Andreas Koustis
Andreas Koustis is a registered investment advisor at Westpoint Wealth Management, LLC, based in Westlake, OH, with 10 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 495 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Annual fee is negotiable based on various criteria. WestPoint also uses third-party managers such as Orion Portfolio Solutions, SEI, and AssetMark, which have their own fee structures.
Fee Estimator
Location
30638 Center Ridge Road, Westlake, OH, 44145
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andreas is a licensed insurance agent and assists with tax preparation for ETHOS CPA LLC as a 1099 consultant, dedicating minimal time. He is also a CCO/IAR for Beach Benefits Group, an RIA firm.
Employment History
Current Registrations
Westpoint Wealth Management, LLC
Previous Registrations
Beach Benefits Group
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations2 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.