George Kastanis
George Kastanis is a CFP-designated registered investment advisor at Foundations Investment Advisors LLC, based in Phoenix, AZ, with 14 years of industry experience. George 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, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B 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% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ, 85040
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2021Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Sound Income Strategies, LLC
Belpointe Asset Management LLC
Arbor Point Advisors
Securities America, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Invest Financial CorporationBroker
Invest Financial Corporation
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.