Nicholas Terezis
Nicholas Terezis is a CFA-designated registered investment advisor at Marathon Strategic Advisors, LLC, based in Pittsburgh, PA, with 27 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 205 clients with $180M 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 $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.40% |
Non-US residents add 0.20% to all pricing tiers. Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
Pittsburgh, PA
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 Activities
Nicholas is a board member and Vice President of the Greek Orthodox Church Foundation, a charitable organization, since 2013. He spends minimal time on general administration functions for the charity.
Employment History
Current Registrations
Marathon Strategic Advisors, LLC
State Registrations9 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
More Advisors
- Christopher Mccoy, CFPMadison Partners
- Jennifer Hall, CFPLange Financial Group, LLC
- Carrie Coghill, CFPKestra Advisory Services, LLC
- Danielle Reitz, CFPAprio Wealth Management, LLC
- Jacob Durbin, CFPForvis Mazars Wealth Advisors, LLC
- James Fanning, ChFCNorthwestern Mutual Investment Services,llc