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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 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.


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.

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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
Work with the following types of clients:   Individual Investors, Businesses

Services

Investment Types:   Bonds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Mutual Funds, Options & Futures, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Via Email, Via Phone, Our Office, Video Conference, Your Home

Firm Information

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

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250K+
Compensation Methods:   Flat Fee, Based on Assets, Hourly
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

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Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


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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