Anastasia Thermos
Anastasia Thermos is a registered investment advisor at Strategic Advisers LLC, based in Libertyville, IL, with 25 years of industry experience. Anastasia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Libertyville, IL
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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 →Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
William Blair & Company L.L.C.Broker
William Blair & Company L.L.C.
Guggenheim Investment Advisors, LLC
Guggenheim Investor Services, LLCBroker
Claymore Advisors, LLC
Guggenheim Funds Distributors, INC.Broker
Allstate Distributors, L.L.C.Broker
Afd, INC.Broker
John Nuveen & CO., IncorporatedBroker
State Registrations53 states
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