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Christos Kyros

15 Years of Experience
Burr Ridge, IL
Sells Insurance

Christos Kyros is a registered investment advisor at Mps-Loria Financial Planners,llc, based in Burr Ridge, IL, with 15 years of industry experience. Christos 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 679 clients with $830M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
679 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$826.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.75%

Fees for accounts over $5 million are determined case-by-case. Fees for certificates of deposit and certain fixed income investments are also determined case-by-case. A firm supervisor can authorize a lower fee.

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

7500 South County Line Road, Burr Ridge, IL, 60527-6955

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christos has been an independent licensed insurance agent in Illinois since 1997, selling life insurance.

Employment History
Current Registrations
Mps-Loria Financial Planners,llc
September 2011 - Present · 15 yrs 1 mo
State Registrations2 states
ILTX
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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