Louis Tzamalas is a CFP-designated registered investment advisor at Virtual Tax Planners, based in Wyoming, PA, with 3 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8 clients with $410K 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 $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees for accounts over $1,000,000 are negotiable at less than 1.50%. Household accounts may be aggregated.
Fee Estimator
Location
Wyoming, PA
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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 →Employment History
Current Registrations
Virtual Tax Planners
Previous Registrations
Virtual Tax Planners
Mercer Global Advisors INC.
State Registrations1 state
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