Spiro Nanakos
Spiro Nanakos is a registered investment advisor at Golden Eagle Capital Advisors, INC., based in Wylie, TX, with 2 years of industry experience. Spiro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 29 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden Eagle Capital Advisors offers both discretionary and non-discretionary investment management.
Discretionary Managed Portfolios: Fees are based on the investment objective chosen:
- Fixed Income: 1.00% plus 20% of performance above benchmark
- Income Oriented: 1.25% plus 20% of performance above benchmark
- Balanced: 1.50% plus 20% of performance above benchmark
- Capital Gains Oriented: 1.75% plus 20% of performance above benchmark
- Equities: 2.00% plus 20% of performance above benchmark
Non-Discretionary Managed Portfolios: Fees are based on the value of your account:
- First $500,000: 1.00%
- Over $500,000: 0.80%
Clients are billed quarterly, with rates ranging from 0.15% to 2%.
Location
Wylie, TX
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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
Spiro sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He is also the Director of Consulting Services for JHME Real Estate Advisors, overseeing teams and managing client relationships, dedicating full-time hours.
Employment History
Current Registrations
Golden Eagle Capital Advisors, INC.
Previous Registrations
Transamerica Financial Advisors, INC.
State Registrations3 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.