Anastasios Adam
Anastasios Adam is a registered investment advisor at Papamarkou Wellner Perkin Advisors, based in New York, NY, with 14 years of industry experience. Anastasios operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 113 clients with $360M 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 $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
The above fee schedule applies to Growth, Growth and Income, and Dynamic Income Strategies. Fees are negotiable above $10,000,000. Natural Resource Tactical Opportunities Strategy: 1.00% plus 20% of net profits. Scalar Gauge Concentrated Software Equity Strategy: 0.50% plus 20% over a 6% hurdle.
Fee Estimator
Location
430 Park Avenue, 17th Floor, New York, NY, 10022
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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
Anastasios is a board member of Alpha Trust Andromeda Investment Trust SA, a closed-ended mutual fund in Athens, Greece, since 2012. He dedicates minimal time to overseeing the business, focusing on portfolio management, audit, and business strategy.
Employment History
Current Registrations
Papamarkou Wellner Perkin Advisors
Papamarkou Wellner & CO., INC.Broker
Previous Registrations
Optima Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Salomon Smith Barney INC.Broker
Salomon Brothers INC.Broker
State Registrations1 state
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