DB
DB
Dimitri Balatsos
21 Years of Experience
Falmouth, ME
1 DisclosureMay Earn Commission
Dimitri Balatsos is a registered investment advisor at Tesseract Partners, based in Falmouth, ME, with 21 years of industry experience. Their practice areas include Investment Management.
Compensation
Commission-BasedFixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Tesseract Partners provides investment strategies and recommendations, but does not manage client portfolios directly. There is a $5,000 minimum annual fee for investment management services, which may vary depending on the level of support required.
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Location
Falmouth, ME
Get directionsHistory
Regulatory History (1)
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Regulatory
January 1992Final
Employment History
Current Registrations
Tesseract Partners
July 2007 - Present · 18 yrs 10 mos
Previous Registrations
Tesseract Partners LLC
October 2003 - August 2006 · 2 yrs 10 mos
State Registrations1 state
ME
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.