Nicholas Giacoumakis
Nicholas Giacoumakis is a registered investment advisor at Focus Partners Wealth, LLC, based in Windham, NH, with 37 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
115 Indian Rock Road, Suite 3, Windham, NH, 03087
Get directionsHistory
Regulatory History (5)
Regulatory
December 2012Customer Dispute
February 2009Customer Dispute
November 2008Customer Dispute
October 2008Customer Dispute
June 2007Other Business ActivitiesSells Insurance
Nicholas is the sole manager/member of NEINV Investment Properties LLC, a real estate holding company. He is also the founder and principal of Business Succession Advisers, LLC, spending a few hours per week providing strategic planning for business exit plans, and an agent at The Smith Companies, LTD, reviewing fixed insurance products.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Connectus Wealth
Neirg Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
New England Investment & Retirement Group, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
PFS Investments INC.Broker
State Registrations3 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.