Athanasios Preovolos is a registered investment advisor at Alpha & Omega, based in La Mesa, CA, with 3 years of industry experience. Athanasios operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 137 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alpha & Omega Financial Management Consultants does not directly manage investments for individual clients. Instead, they recommend third-party investment advisors. Alpha & Omega receives a portion of the fees charged by these third-party advisors. The total fees charged to you will not exceed 2% per year.
Alpha & Omega may direct clients to the following third-party advisors:
- Altruist: Total fees range from 0.87% to 1.12% per year.
- AssetMark: Total fees range from 0.45% to 1.00% per year.
- SEI: Total fees range from 0.50% to 1.00% per year.
Alpha & Omega may recommend model portfolio management through SEI Private Trust Company (SPTC). Total fees range from 0.65% to 0.75% per year. SEI Wealth Platform charges a $60 annual fee for accounts under $50,000.
Location
8580 La Mesa Blvd Ste 100, La Mesa, CA, 91942
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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
Athanasios is an attorney with Preovolos Lewin, ALC. This activity is not investment-related.
Employment History
Current Registrations
Alpha & Omega
State Registrations5 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.