Vasileios Sfyris is a registered investment advisor at Fsam LLC, based in Alpharetta, GA, with 27 years of industry experience. Vasileios is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 158 clients with $140M 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 $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2M+ | 1.00% |
Fees are negotiable. International accounts may be charged up to 2.00% annually. Third-party wrap programs and separately managed accounts involve separate program fees.
Fee Estimator
Location
1720 Windward Concourse, Suite 115, Alpharetta, GA, 30005
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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
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
First Southern, LLCBroker
Previous Registrations
First Southern Securities, LLC.Broker
Elliott Davis Capital Partners, LLCBroker
Phorcys Capital Partners, LLC
Scott & Stringfellow, LLCBroker
Bergen Capital, INC.Broker
Tejas Securities Group, INC.Broker
State Registrations8 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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