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Vasileios Alexios Sfyris

26 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
16 advisors
Number of Clients
165 clients
Average Client Portfolio
$684K average
Assets Under Management
$112.9M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1000K1.35%
$1.0M - $2.0M1.10%
$2M+1.00%

Fees are negotiable. Annual fees in international advisory accounts may range up to 2%.

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

1720 Windward Concourse, Suite 115, Alpharetta, GA, 30005

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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 Activities

Vasileios is involved in numerous investment-related activities, including roles as a registered investment advisor, portfolio manager, and consultant. He also manages and oversees several real estate investments and dedicates minimal time to non-investment related activities such as record keeping and payroll.

Employment History
Current Registrations
Fsam LLC
July 2017 - Present · 8 yrs 7 mos
First Southern, LLCBroker
December 2016 - Present · 9 yrs 2 mos
Previous Registrations
First Southern Securities, LLC.Broker
August 2010 - October 2020 · 10 yrs 2 mos
Elliott Davis Capital Partners, LLCBroker
March 2010 - March 2010 · 0 mos
Phorcys Capital Partners, LLC
May 2009 - September 2014 · 5 yrs 4 mos
Scott & Stringfellow, LLCBroker
January 2006 - May 2009 · 3 yrs 4 mos
Bergen Capital, INC.Broker
September 2002 - January 2006 · 3 yrs 4 mos
Tejas Securities Group, INC.Broker
September 1999 - September 2002 · 3 yrs
State Registrations9 states
ARFLGAINKSNYPRTXWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Vasileios Alexios Sfyris - Financial Advisor | TrueAdvisor