wiseradvisor

Thanasi Panagiotakopoulos
Life Managed

Tel: (602) 931-5043
5134 N. Central Ave., Suite 101
Phoenix, AZ 85012
Life Managed | Financial Advisor in Phoenix ,AZ

About Life Managed

We create pathways to live life on your terms. We believe financial plans should not be ruled by numbers and investments, but freed by them. If you wonder if you are saving appropriately and in the right accounts or if you should invest or payoff debt as you get near retirement, we are prepared to show you how these impact your lifestyle.

Athanassios Panagiotakopoulos and Benjamin Fredlake are Investment Advisor Representatives with Dynamic Wealth Advisors dba Life Managed. All investment advisory services are offered through Dynamic Wealth Advisors.

Click HERE to schedule a meeting or a phone call.


General Information

Firm Start Year:   2020
No.of Employees:   2-4
Name of Custodial Firm:   Charles Schwab
States Licensed in:   AZ
Number of Years with Current Firm:   1
I work with the following types of clients:   Businesses, Individual Investors


Services

Investment Types:   Bonds, Stocks, Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email, Via phone, Video Conference, At your office, At my office, At your home


Firm Information

Advisor's Number of Clients:   100
Advisor's Number of Planning Clients:   100
Assets Managed by Advisor:   $85,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250K+
Compensation Methods:   Flat Fee, Hourly, Based on Assets
Fee % Based on Assets:   1
Hourly Rate:   $350
Additional Details on Charges:   We can determine the scope of work and complexity before engaging. Everything is disclosed and we are completely transparent with what the projected cost will be.
Minimum Fee Charged for Managed Accounts:   $1800
Minimum Fee Charged for Hourly Planning Accounts:   $1800


Education

Master's of Science - Finance  Northeastern University
01/01/2015-07/31/2016

Business Administration - Finance  University of Northern Colorado - Greeley, CO
08/01/2004-05/20/2008


Thanasi Panagiotakopoulos

Thanasi Panagiotakopoulos

After being employed first hand at large Wall Street Institutions, we know what pay to play investments and product driven investment advice looks like. At LifeManaged, we offer a new era of advice through values based financial planning. Our deep planning-based methodology and Fiduciary management provide a more transparent view of Life's picture, while enabling you to keep more of your hard-earned dollars to achieve financial independence for your family and the future generations to come.

Athanassios Panagiotakopoulos and Benjamin Fredlake are Investment Advisor Representatives with Dynamic Wealth Advisors dba Life Managed. All investment advisory services are offered through Dynamic Wealth Advisors. Click HERE to schedule a meeting or a phone call.

My Team

Ben Fredlake is the Director of Planning at LifeManaged and a CERTIFIED FINANCIAL PLANNER professional (CFP®). He works directly with clients on creating and maximizing their personal financial goals and is passionate about each client's success. With over 10 years of experience in the wealth management industry, Ben's ss favorite aspect of his job is the clients he serves. He received his Bachelor of Arts in Economics from the University of Notre Dame in 2007 and spent five years at a firm ...more

Thanasi Panagiotakopoulos is the Founder and Principal of LifeManaged. He previously served as an Executive Vice President and Senior Wealth Advisor at Pathlight Investors. Pathlight Investors oversaw over $300 million of individual and family assets. Prior to joining Pathlight, Thanasi advised clients at Wells Fargo Advisors for five years as a Vice President of Investments. Thanasi attended the Monfort School of Business at the University of Northern Colorado where he graduated Magna Cum La ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 11:00 AM

Communities Served

Greater Phoenix Area Denver
Austin San Diego
Orange County

Compensation Arrangements

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