ET
CFA
ET
CFA

Emmanuel Tsantes

6 Years of Experience
Garden City, NY
1 Disclosure

Emmanuel Tsantes is a CFA-designated registered investment advisor at Aries Investment Advisors, LLC, based in Garden City, NY, with 6 years of industry experience. Emmanuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 65 clients with $22M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
65 clients
Average Client Portfolio
$345K average
Assets Under Management
$22.4M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.50%
$1.0M - $3.0M1.00%
$3M+0.75%

Fees and account minimums may be negotiable based on prior relationships and related account holdings.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1225 Franklin Ave Ste 325, Garden City, NY, 11530

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History

Regulatory History (1)
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Customer Dispute
June 2001
Settled
Employment History
Current Registrations
Aries Investment Advisors, LLC
October 2021 - Present · 5 yrs
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - December 2009 · 11 mos
Raymond James Financial Services
April 2008 - January 2009 · 9 mos
State Registrations1 state
NY
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.
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