George Torounidis is a registered investment advisor at Ithaka Strategic Partners, based in Kings Park, NY, with 20 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Ithaka Strategic Partners manages investment portfolios for a fee based on the value of your investments. The annual fee is calculated as follows:
Fees are negotiable, pro-rated, and paid monthly. If ISP uses a third-party manager, the manager will debit the client's account for both the manager's fee and ISP's fee. The fee schedule above does not include the outside manager's fee.
5 Willow Lane, Kings Park, NY, 11754
Get directionsGeorge works as an evaluator of hotels and restaurants for Coyle Hospitality Group, spending minimal time per month. He also has a passive investment in SideWorkHQ and is the Founder/Owner of Ithaka Strategic Partners, a registered investment advisor, spending a few hours per week on strategy and sales processes.
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.