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Ioannis Profylienos

Manning & Napier Advisors, LLC
14 Years of Experience
Boynton Beach, FL
3 DisclosuresBroker
View SEC Summary
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Ioannis Profylienos is a registered investment advisor at Manning & Napier Advisors, LLC, based in Boynton Beach, FL, with 14 years of industry experience. Ioannis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,474 clients with $17B in assets under management.

Manning & Napier Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
44 advisors
Number of Clients
3,474 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$17.0B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.35%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.85%
$5M+0.70%

Rates reflect the Objectives-Based Strategies and Core US Fee Schedule. The firm also offers other strategies with separate fee schedules, such as Strategic Income, Managed ETF Portfolios, various fixed income objectives, and Disciplined Value equities. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Boynton Beach, FL

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2023
Final
Financial
April 2023
Final
Financial
July 2022
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Manning & Napier Advisors, LLC
July 2025 - Present · 1 yr 3 mos
Manning & Napier Investor Services, INC.
June 2025 - Present · 1 yr 4 mos
Manning & Napier Investor Services, INC.Broker
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Equitable Advisors, LLC
May 2020 - June 2025 · 5 yrs 1 mo
Equitable Advisors, LLCBroker
May 2020 - June 2025 · 5 yrs 1 mo
Capital Analysts
April 2018 - May 2020 · 2 yrs 1 mo
Lincoln Investment
April 2018 - May 2020 · 2 yrs 1 mo
Lincoln InvestmentBroker
April 2018 - May 2020 · 2 yrs 1 mo
MML Investors Services, LLC
February 2016 - November 2017 · 1 yr 9 mos
MML Investors Services, LLCBroker
January 2016 - November 2017 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2011 - December 2015 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2011 - December 2015 · 4 yrs 2 mos
Edward Jones
March 2010 - September 2010 · 6 mos
Edward JonesBroker
February 2010 - September 2010 · 7 mos
State Registrations3 states
FLNYTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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