Evan Kakis is a registered investment advisor at Kakis Financial Services INC., based in Des Plaines, IL, with 17 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 34 clients with $46M 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 | 0.60% |
A 15% discount is offered for accounts over $2,000,000 and a 20% discount for accounts over $4,000,000. The minimum annual fee may be reduced based on individual client determination.
Fee Estimator
Location
2268 S River Rd, Des Plaines, IL, 60018
Get directionsHistory
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
Evan is the president of Evan S. Kakis LTD, a CPA, accounting, tax, and business consulting firm, dedicating nearly full-time hours to it. He is also the president of Payroll Solutions and Services Inc., a payroll processing service, dedicating minimal time to it.
Employment History
Current Registrations
Kakis Financial Services INC.
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.