Dimitri Sfakiyanudis is a registered investment advisor at 1 North Wealth Services, LLC, based in Annapolis, MD. Dimitri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 212 clients with $280M 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 | 1.15% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees are negotiable. Related accounts may be combined to reduce the fee charged. If a client maintains less than $500,000 under management, and is subject to the $625 minimum quarterly fee, the client will pay a higher percentage quarterly fee than the annual percentage fee referenced in the fee schedule.
Fee Estimator
Location
1997 Annapolis Exchange Parkway, Suite 250, Annapolis, MD, 21401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
1 North Wealth Services, LLC
State Registrations1 state
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