Michael Tsiaklides
Michael Tsiaklides is a CFP-designated registered investment advisor at Kingswood Wealth Advisors, LLC, based in St Louis, MO, with 24 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 11,425 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range up to 2.5% annually and are fully negotiable. Different financial advisors may utilize different fee schedules. A platform fee of up to 0.30% may also apply.
Fee Estimator
Location
914 S. Kirkwood Rd., Suite 100, St Louis, MO, 63122
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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 ActivitiesSells Insurance
Michael is the owner/manager of Benefitperqs Inc., involved in insurance sales, accounting, business consulting, tax preparation, and IRS representation, dedicating about a quarter of his time. He also owns and manages Michael Tsiaklides EA/Tax Service, a tax preparation and consulting practice, taking about half of his time.
Employment History
Current Registrations
Kingswood Capital Partners, LLCBroker
Kingswood Wealth Advisors, LLC
Previous Registrations
SA Stone Wealth Management INC.Broker
SA Stone Investment Advisors INC.
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.Broker
Oakbridge Financial ServicesBroker
Private Label Money Management, INC.
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
Cutter & Company, INC.
Cutter & Company, INC.Broker
H.D. Vest Investment ServicesBroker
Forsyth Securites, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations2 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
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