| Advisor Profile |
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| Name: |
Nilos T. Sakellariou, CFM |
| Phone Number: |
(410) 513-9619 |
| Website: |
Visit Website
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| Disclaimer |
| All information provided is true to the best of my knowledge. |
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Business Description |
NTS Bearing offers the professional experience and investment knowledge of Mr. Nilos T. Sakellariou, CFM, who for over 20 years has helped high net worth individuals and prominent familes achieve their financial goals, preserve their wealth and build lasting legacies for their future generations and loved ones.
Using a private family office model, Mr. Sakellariou manages his firm within the parameters of his core principles – trust, knowledge, integrity and discretion – with an unwavering focus on overall investment results. The firm’s emphasis on the private family office model ensures a level of service which distinguishes and sets NTS Bearing apart from the standard cookie-cutter mentality of big name investment houses. The firm is uniquely positioned to offer proprietary investment strategies tailored to each client’s unique circumstance. Mr. Sakellariou’s proprietary Core Equity Strategies and Defensive Capital Appreciation Methodology provide unique opportunities for those clients who desire more breadth from their investment portfolios.
I sincerely invite you to contact us to fully appreciate how my firm can enhance your family’s financial future. |
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General Information |
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| Name of Broker/Dealer: |
Arete Wealth Management
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| States Licensed in: |
MD,DC,VA,DE,PA,NY,CA,FL,
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| States Willing to do Business in: |
MD,DC,VA,DE,PA,NY,CA,FL,
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| Years of Experience in Financial Services: |
19
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| Number of Years with Current Firm: |
1
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| Work Experience: |
My Firm is a full service boutique that blends together the gold standard in Financial Advisory, Wealth Management and Asset Custody. My experience includes 19 years as a wealth management advisor and CFM for Merrill Lynch.
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| I work with the following types of clients: |
Individual Investors
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| Foreign Languages Serviced: |
French
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Education |
| Academic Background |
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| Bachelors Degree in Economics, Graduated with Honors from The College of Wooster in 1987. Strong background in Mathematics and Statistics. |
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Services |
| Investment Types: |
Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CFM
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| Securities Licenses: |
Series 65, Series 7
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| Insurance and Annuity Licenses: |
Annuity, Life, Long Term Care
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| Financial Organization Memberships: |
National Association of Personal Financial Advisors (NAPFA)
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Firm's Number of Clients: |
120
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| Firm's Number of Planning Clients: |
120
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| Firm's Number of Managed Clients: |
120
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| Assets Managed by Firm: |
150,000,000
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| Advisor's Number of Clients: |
120
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| Advisor's Number of Managed Clients: |
120
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| Advisor's Number of Planning Clients: |
120
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| Assets Managed by Advisor: |
150,000,000
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000 min
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| Compensation Methods: |
Based on Assets
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| Fee % Based on Assets: |
1 TBD
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| Additional Details on Charges: |
Many accounts qualify for lower fees based on scope of work and size of the overall relationship. I make every effort to provide my clients with the most competitive fee schedule possible.
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| Prepared By: |
Nilos T. Sakellariou, CFM |
Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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Yes. My client portfolios do not include proprietary products and I do not bill in advance. My clients "rent" me. So, they can leave at anytime without having paid for services not delivered. I feel strongly that I must work consistently to earn clients trust and business by delivering prudent guidance and added value. |
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What are your qualifications? What is your education background? |
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I am passionate about Economics. My investing experience began in 1986 managing part of my College's Endowment Fund. In 1987 I graduated with Honors in Economics from the College of Wooster. I have a strong background in both Math & Statistics. I earned the designation of CFM (Certified Financial Manager) in 1996. I continue to add to my base of knowledge each year. |
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What is your approach to financial planning? |
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Very pragmatic. I believe no one can predict consistently the future performance of anything in the future. A good plan builds in a sizable margin to handle the variances which will inevitably occur. |
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What services do you offer? |
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Investment management, Financial Planning and Estate planning. |
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How many clients do you currently manage? |
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120 Families, 10 Business Retirement Plans. |
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Will you be the only person working with me? |
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I will be the only person responsible for Investment discussions and decisions. My assistant (19 years experience) is available to handle any non-investment related tasks. |
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How are you compensated? How will I pay for your services? |
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Your choice of fee and/or commissions. |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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Your choice. I reserve the right to decline investment mandates. |
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Do you offer any guaranteed results? |
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No. However, I can offer clients FDIC guaranteed products. |
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How much risk should I be willing to take? |
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I match the risk taken to the individual client. |
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Have you ever been charged with any breaches? |
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What services do you provide? What are your specialties? |
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Investment management, Financial Planning and Estate planning.
My specialty is building and maintaining well diversified portfolios which resist market declines and are matched well with my clients objectives. |
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What is your experience? How many clients do you currently manage? |
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22 years. 120 Families, 8 Business Retirement Plans. |
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What financial institution(s) do you represent? |
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None. I represent my clients only. |
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How do you charge for your services? |
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Your choice of fee and/or commissions. |
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Do you provide a free initial consultation? |
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Why should I choose you as my financial advisor? |
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My Truth fullness and my knowledge. |
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What are your qualifications? |
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I am passionate about Economics. My investing experience began in 1986 managing part of my College's Endowment Fund. In 1987 I graduated with Honors in Economics from the College of Wooster. I have a strong background in both Math & Statistics. I earned the designation of CFM (Certified Financial Manager) in 1996. I continue to add to my base of knowledge each year. |
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What is your approach to 401 K plan rollovers? |
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My specialty is building and maintaining well diversified portfolios which resist market declines and are matched well with my clients objectives. |
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How long does the process of rolling over a 401K plan usually take? |
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The actual paperwork can take as little as 15 minutes. the transfer of assets can take as little as 3 days. The work around this with my clients is at least two meeting at 2 hours each. |
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What financial institutions do you represent? |
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None. I represent my clients interest only. |
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How many years of experience do you have? |
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What are your fees for this service? |
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This depends on the scope of the clients situation. |
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How many 401K rollover clients do you currently manage? |
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Why should I roll over my 401K plan to your firm? |
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My Truth fullness and my knowledge. |
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Do you provide a free initial consultation? |
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