Boris Andrikos
Boris Andrikos is a registered investment advisor at Corecap Advisors, based in Livonia, MI, with 33 years of industry experience. Boris is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 9,677 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual fees range between 0.5% and 3.00% of assets under management.
Fee Estimator
Location
39111 Six Mile Road, Livonia, MI, 48152
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 ActivitiesSells Insurance
Boris is an independent insurance agent with Andrikos Financial Partners, LLC since 2015, providing insurance services and handling employee benefits for an automotive supplier. This takes about 10-20% of his time.
Employment History
Current Registrations
Corecap Advisors
Corecap Investments, LLCBroker
Previous Registrations
Foresters Equity Services, INC.Broker
Fortune Financial Services, INC.Broker
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
Intervest International Equities CorporationBroker
Usallianz Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations6 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.
Exams
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