William Epifanio is a registered investment advisor at Stratis Capital, LLC, based in Darien, CT, with 6 years of industry experience. William 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 1 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stratis Capital's annual fee for managing your investments ranges from 0.25% to 2.0% of the value of your portfolio. The exact percentage depends on the amount you invest, the complexity of the services, travel, and the level of administration requested. The fee is billed quarterly, based on the portfolio balance at the end of the billing period. The advisory fee is negotiable.
Location
30 Old Kings Highway South, Darien, CT, 06820
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stratis Capital, LLC
State Registrations1 state
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