Pantelis Miliotis is a CFP-designated registered investment advisor at Pathfinder Wealth Consulting, based in Wilmington, NC, with 8 years of industry experience. Pantelis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 654 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pathfinder Wealth Consulting offers investment management through several programs, each with different fee structures. The fees are based on a percentage of the assets managed. The exact cost depends on the program you choose, the size of your account, the types of investments, and how often your account is traded. The fees may be negotiable.
Location
4018 Oleander Drive, Suite 102, Wilmington, NC, 28403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pathfinder Wealth Consulting
Previous Registrations
Commonwealth Financial Network
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations1 state
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