Athanasios Tsirukis is a registered investment advisor at Almanack Investment Partners, based in Wayne, PA, with 2 years of industry experience. Athanasios operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 409 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Almanack Investment Partners charges a percentage of your portfolio annually for investment management. The specific rate depends on your advisor's fee schedule. A minimum of $100,000 is typically required to use investment advisory services, but this may be waived. Almanack may also recommend investments in affiliated private funds.
Location
656 E Swedesford Road, Suite 301, Wayne, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Athanasios is the 100% owner and managing member of Dialectic Wealth, LLC, providing investment-related consulting. He also dedicates two days per week to Forefront Analytics, LLC, providing investment-related research, software support and analysis, and three days per week to servicing IAR contacts through Almanack Investment Partners, LLC.
Employment History
Current Registrations
Almanack Investment Partners
State Registrations1 state
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