Overcoming Ordinary Opinions.

Services & Fees

We offer two categories of investment services and a complete array of financial planning services:

“Investment Advice” to be executed entirely by the client or their representative (hourly fees apply)

In our “Managed Account”, we assemble clients’ portfolios using individual securities selected by our Investment Committee, securities currently being utilized by leading portfolio managers & various index funds. (Our Basic Fee Schedule Applies)

Our “Financial Planning Services” include from one to four days per year for services related to cash flow management, retirement income projections, income tax planning, insurance planning, estate planning, and any other financial question or concern the client may have (e.g., buy or lease car, deciding between multiple job offers, real estate investments, etc.)

Fees

0.80% for the first $100,000 of an account’s market value
0.70% for the next $900,000 ($100,001 to $1,000,000)
0.60% for any amounts over $1,000,001
Minimum Annual Investment Fee - $1,500 per year per Account
Retained Financial Planning Fee is $175 to $335 per month depending on the number of meetings annually
Loyalty Discount – 10% reduction in Investment Fees after year 3 and another 10% at year 10
Hourly Advice Option - $250 per hour
Note: Transaction fees/commissions, custodial fees and imbedded mutual fund fees will be charged directly to the account. Nikitis will use every means at our disposal to minimize these costs.

Fees Are Charged –

(Monthly) weighted-average assets under management charged to each account quarterly and in arrears
Minimum fee per account charged quarterly
Hourly fees are charged and payable as incurred

4880 Lower Roswell Road, Suite 165-110, Marietta, GA 30068