Vasilios Zois
Vasilios Zois is a registered investment advisor at Meritum Wealth Management LLC, based in Cincinnati, OH, with 7 years of industry experience. Vasilios operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 70 clients with $14M 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 $1.0M | 0.95% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
Cincinnati, OH
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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
Vasilios is an independent insurance agent through The Zois Group LLC since 2018, selling life, health, and annuity insurance products, taking about half of his time. He also owns Meritum Tax Advisors LLC, dedicating minimal time to tax preparation and planning.
Employment History
Current Registrations
Meritum Wealth Management LLC
Previous Registrations
Iams Wealth Management, LLC
State Registrations2 states
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