Ephimia Coumanakos
Ephimia Coumanakos is a registered investment advisor at Steadtrust, based in Allen, TX, with 20 years of industry experience. Ephimia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 599 clients with $440M 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 | 2.00% |
Fees are generally negotiable.
Fee Estimator
Location
Allen, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Ephimia conducts business through Steadtrust IAR, focusing on advisory fees and fixed insurance, dedicating full-time hours to this. She also owns and rents apartments, spending minimal time on property management, and is a member of CFG T&A LLC, preparing taxes for small businesses for minimal time.
Employment History
Current Registrations
Steadtrust
Previous Registrations
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
National Securities CorporationBroker
Wfg Advisors, LP
Wfg Investments, INC.Broker
Wfg Advisors, LP
Esi Financial Advisors
Equity Services, INC.Broker
Nylife Securities INC.Broker
Esi Financial Advisors
Equity Services, INC.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.