John Charalambakis
John Charalambakis is a registered investment advisor at Blacksummit Financial Group, INC., based in Nicholasville, KY, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 45 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Nicholasville, KY
Get directionsHistory
Regulatory History (1)
Regulatory
July 2021Other Business Activities
John is the managing director of Carpe Diem Holdings International, LLC, a business investment holding company, dedicating minimal time. He also manages Fundamental Analytics, LLC and is a partial owner of Fundamental Analytics Services, LLC, and works as an adjunct professor of economics at the University of Kentucky, spending a few hours per week.
Employment History
Current Registrations
Blacksummit Financial Group, INC.
Previous Registrations
Blacksummit Financial Group, 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.