VA
VA

Vasiles Athineos

1 Year of Experience
Manhasset, NY

Vasiles Athineos is a registered investment advisor at Stronghold Investment Management, based in Manhasset, NY, with 1 years of industry experience. Vasiles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $710K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
$235K average
Assets Under Management
$706K

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.50%
$5.0M - $10.0M0.40%
$10M+0.30%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Manhasset, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Vasiles owns and operates Indi Surf Skate, a retail surf/skate shop. He spends about full-time hours per week on this activity, mostly on weekends.

Employment History
Current Registrations
Stronghold Investment Management
June 2024 - Present · 1 yr 10 mos
State Registrations2 states
FLNY
Advisor

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.

Exams
No exam information available for this advisor.