Minas Kourouglos
Minas Kourouglos is a registered investment advisor at 212 Wealth Management, based in Scottsdale, AZ, with 6 years of industry experience. Minas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6 clients with $1.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
212 Wealth Management charges an annual management fee based on the value of your portfolio. The fee ranges from 0.50% to 1.50% per year, depending on the investment strategy and the size of your account. These fees may be negotiable.
Location
6803 East Main Street, Suite 1121, Scottsdale, AZ, 85251
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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 ActivitiesSells Insurance
Minas is involved in several business activities, including being a Vice President at PCF Insurance Services of the West (dedicating nearly full-time hours), and a managing partner at Capital West Insurance. He also holds minority member or member positions in several other LLCs, dedicating minimal time to each.
Employment History
Current Registrations
212 Wealth Management
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 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.