Tassos Recachinas is a CFA-designated registered investment advisor at Sophis Investments LLC, based in Greenwich, CT, with 11 years of industry experience. Tassos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 42 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sophis Investments charges an annual management fee ranging from 1% to 2% of the value of your portfolio, depending on your investment goals. Fees are calculated and paid quarterly, based on the portfolio value on the last business day of the quarter. Some clients may be eligible to pay a performance-based fee instead of the management fee, equal to 10% to 20% of the net capital increase of the account.
Location
Greenwich, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tassos is involved with several non-affiliated, non-investment related interests, including managing member of Sophis GP LLC, a strategic advisory & consulting firm, and a licensed real estate salesperson. He also serves as an officer of several early-stage privately held companies.
Employment History
Current Registrations
Sophis Investments LLC
State Registrations3 states
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