Menelaos Fotiou is a registered investment advisor at Secure Wealth, INC., based in Boca Raton, FL, with 1 years of industry experience. Menelaos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 221 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
7280 W. Palmetto Park Road, Suite 201N, Boca Raton, FL, 33433
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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
Secure Wealth, INC.
Previous Registrations
Secure Wealth, INC.
State Registrations1 state
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