Kalomira Zangoulos
Kalomira Zangoulos is a registered investment advisor at Ip Financial Advisory Services LLC, based in Macomb, MI, with 24 years of industry experience. Kalomira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,001 clients with $480M 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 |
|---|---|
| Up to $250K | 3.00% |
| $250K+ | 2.00% |
Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.
Fee Estimator
Location
Macomb, MI
Get directionsHistory
Regulatory History (7)
Regulatory
June 2024Regulatory
December 2014Employment Separation After Allegations
October 2014Customer Dispute
February 2009Customer Dispute
October 2008Customer Dispute
August 2005Customer Dispute
May 2003Other Business Activities
Kalomira works as a sales associate at Brookstone Realty since February 2024. This takes a few hours per week, primarily on weekends and some weeknights.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
State Registrations1 state
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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