Marios Gregoriou
Marios Gregoriou is a registered investment advisor at Elite Capital Services, LLC, based in Folsom, CA, with 27 years of industry experience. Marios operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 70 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.05% |
| $10M+ | 0.90% |
Client investment management fee is determined in accordance with the above standard fee structure, with exceptions negotiated on a case-by-case basis at Elite Capital’s discretion.
Fee Estimator
Location
101 Parkshore Drive,, Suite 215, Folsom, CA, 95630
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2003Other Business ActivitiesSells Insurance
Marios is the managing director and sole owner of Gregotrade, LLC, a foreign trade consulting firm. He also conducts insurance sales, taking about 10-20% of his time, and is a managing director at Elite Capital Services, LLC. Finally, Marios is the president of QUIKS, a social networking/iPhone app, dedicating a few hours per week to helping with company setup.
Employment History
Current Registrations
Elite Capital Services, LLC
Previous Registrations
Commonwealth Financial Network
Morgan Stanley
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.