Athanasios Bafas
Athanasios Bafas is a registered investment advisor at Anovest Investment Advisors, based in Marietta, GA, with 37 years of industry experience. Athanasios operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 40 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Anovest Investment Advisors' fees for managing your investments are based on a percentage of the value of your portfolio. The exact percentage depends on the specific portfolio model you choose and the amount you invest. Fees are calculated quarterly based on the value of your account at the end of the previous quarter. Fees may be negotiable for larger accounts.
Here's a breakdown of the fees for different portfolio types:
- Anovest Income: 1.00% to 1.25% depending on account size, or 0.60% if invested only in mutual funds.
- Anovest Wealth: 1.00% to 1.25% depending on account size, or 0.70% if invested only in mutual funds.
- Anovest Wisdom: 1.25% to 2.25% depending on account size, or 0.75% to 1.50% if invested only in mutual funds.
- Anovest Discipline: 1.50% to 2.50% depending on account size, or 1.00% to 1.75% if invested only in mutual funds.
- Anovest Investor: 1.50% to 2.50% depending on account size, or 1.00% to 1.75% if invested only in mutual funds.
- Anovest Select: 1.75% to 2.50% depending on account size.
Location
3225 Shallowford Road, Suite 220, Marietta, GA, 30062
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Athanasios is a real estate agent in Georgia (since 2000) and Colorado (since 2018), spending minimal time on each. He is also the CEO/CCO/IAR of Anovest Investment Advisors, and a trustee of the Jean V Grahek Trust, spending minimal time on the latter.
Employment History
Current Registrations
Anovest Investment Advisors
Anovest Financial Services, INC.Broker
Previous Registrations
Anovest Investment Advisors, INC.
Sterne Agee Financial Services, INC.Broker
Sterne Agee Capital Markets, INC.Broker
First Colonial Securities Group, INC.Broker
The Investment Center, INC.Broker
Jason Mackenzie Securities CorporationBroker
State Registrations15 states
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.