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.
|Firm Start Year:||2020|
|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:||Individual Investors, Businesses|
|Investment Types:||Bonds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Mutual Funds, Options & Futures, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office, Via Email, Via Phone, At my office, Video Conference, At your home|
|Advisor's Number of Clients:||100|
|Advisor's Number of Planning Clients:||100|
|Assets Managed by Advisor:||$85,000,000|
|Registered Investment Advisor:||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
|Minimum Portfolio Size for New Managed Accounts:||$250K+|
|Compensation Methods:||Flat Fee, Based on Assets, Hourly|
|Fee % Based on Assets:||1|
|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|
|Master's of Science - Finance||
|Business Administration - Finance||
University of Northern Colorado - Greeley, CO
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.
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
|Sat.||9:00 AM - 11:00 AM|
|Greater Phoenix Area||Denver|