Nilos T. Sakellariou, CFM
NTS Bearing-Total Wealth Management.

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

About Nilos T. Sakellariou

please email me for a current biography. Or visit my firm's website for additional information www.NTSBEARING.com

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.

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General Information

Firm Start Year:   2000
No. of Employees:   2-4
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.
Work with the following types of clients:   Individual Investors, Businesses
Foreign Languages Serviced:   French
Advisory Services Provided:   Portfolio Management, Risk Management


Investment Types:   Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds
Can meet clients in the following ways:   Our Office, Email, Phone, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life, Long Term Care
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:   200,000,000

Compensation and Fees

Fee Structure:   Fee-Only
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.

Financial Services

Portfolio Management

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.

Risk Management

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.


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.

Why should I choose you as my financial advisor?

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 are your qualifications? What is your education background?

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.

How do you charge for your services?

Your choice of fee and/or commissions.

How are you compensated? How will I pay for your services?

Your choice of fee and/or commissions.



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Additional Detailed Disclosures



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


Registered Investment Advisor:


Registered Representative:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

Have a clean record

Criminal Disclosures in Last 5 years:

Have a clean record

Office Hours

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

Communities Served

my clients are world wide.

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