Nilos T. Sakellariou, CFM

Tel: (410) 263-1313
61 Cornhill Street
Annapolis, MD 21401
NTS Bearing-Total Wealth Management. | Financial Advisor in Annapolis ,MD

About NTS Bearing-Total Wealth Management.

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.

19 Years of Experience



General Information
Firm Start Year:   2000
No.of Employees:   2-4
Name of Broker/Dealer:   Arete Wealth Management
States Licensed in:   MD,DC,VA,DE,PA,NY,CA,FL,
Number of Years with Current Firm:   1
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
Foreign Languages Serviced:   French


Services
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:   At my office , At your office , Via phone , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   Long Term Care , Life , Annuity
Financial Organization Memberships:   National Association of Personal Financial Advisors (NAPFA)


Firm Information
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:   150,000,000


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


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000 min
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1 TBD
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.



FAQs

  • Do you have a customer satisfaction or refund policy? 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.
  • What are your qualifications? What is your education background? 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.
  • What is your approach to financial planning? 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.
  • What services do you offer? Investment management, Financial Planning and Estate planning.
  • How many clients do you currently manage? 120 Families, 10 Business Retirement Plans.
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DISCLAIMER

All information provided is true to the best of my knowledge.

Nilos T. Sakellariou, CFM

Nilos T. Sakellariou, CFM

CFM

Communities Served

NY

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM