Dimitri Triantafyllides is a CFA-designated registered investment advisor at Forest Capital, based in Charlotte, NC, with 13 years of industry experience. Dimitri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 155 clients with $140M 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 $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees are negotiable. Fixed Income Bond Account fees: Up to $1,000,000: 0.60% per year, Greater than $1,000,000: 0.40% per year
Fee Estimator
Location
Charlotte, NC
Get directionsHistory
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
Dimitri is the Managing Principal of Sixty Guilders Management, LLC, an asset management advisory business, dedicating about half his time. He is also the Managing Principal of Sixty Guilders Research, LLC, a portfolio advisory business, spending about a quarter of his time.
Employment History
Current Registrations
Forest Capital
Previous Registrations
Brc Wealth Management, LLC
Forest Capital
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.