NTS Bearing is a registered branch of Arete Wealth Management LLC., member FINRA, SIPC & NFA. NTS
Bearing offers the professional experience and investment knowledge of Mr. Nilos T. Sakellariou,
CFM, who for over 27 years has helped high net-worth individuals and prominent families achieve
their financial goals, grow & 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, discretion and 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 prevalent at the big-name investment houses. The firm is uniquely positioned to offer customized 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.
|Firm Start Year:||2000|
|Name of Broker/Dealer:||Arete Wealth Management|
|Number of Years with Current Firm:||9|
|Work Experience:||Currently a Partner at Arete Wealth Management, a full-service boutique that blends together the gold standard in Financial Advisory, Wealth Management and Asset Custody. My client responsibilities include overseeing all financial planning work and investment strategy decisions within the Annapolis Maryland Office. My past experience includes 19 years (1990-2009) with Merrill Lynch as a Vice-President, Wealth Management Advisor and having earned the CFM designation.|
|I work with the following types of clients:||Individual Investors, Businesses|
|Foreign Languages Serviced:||French|
|Investment Types:||Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs)|
|I can meet clients in the following ways:||Via phone, Via email, At your office, At my office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Long Term Care, Life|
|Financial Organization Memberships:||National Association of Personal Financial Advisors (NAPFA)|
|Firm's Number of Clients:||120|
|Firm's Number of Planning Clients:||120|
|Firm's Number of Managed Clients:||120|
|Assets Managed by Firm:||150,000,000|
|Advisor's Number of Clients:||120|
|Advisor's Number of Managed Clients:||120|
|Advisor's Number of Planning Clients:||120|
|Assets Managed by Advisor:||200,000,000|
|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
|Fee Structure:||Fee Only|
|Compensation Methods:||Based on Assets|
|Fee % Based on Assets:||0.85|
|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.|
All information provided is true to the best of my knowledge.
please email me for a current biography. Or visit my firm's website for additional information www.NTSBEARING.com
I construct and manage both Focused portfolios and Diversified-Global portfolios based on each clients individual requirements. Focused portfolios may contain one or more of the following, diversified portfolios will contain all of the following but in different allocations based on client risk preferences: short-term cash equivalents, investment grade bonds, high yield bonds, stocks & indexes, gold, absolute return hedge funds, private equity funds.
I work with each of my clients to determine and implement a Risk Budget based on their own preference and needs. This is maintained through re-balancing for each client.
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 5:00 PM|
|my clients are world wide.|