Nicholas Terezis
Nicholas Terezis is a CFA-designated registered investment advisor at Marathon Strategic Advisors, LLC, based in Pittsburgh, PA, with 26 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 182 clients with $130M 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 may be negotiable.
Fee Estimator
Location
103 Brilliant Ave, Suite C, Pittsburgh, PA, 15215
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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
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
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