Alexander Kanellopoulos
Alexander Kanellopoulos is a CFP-designated registered investment advisor at Dreamvision Capital, based in Indianapolis, IN, with 2 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.70% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.43% |
Fees may be negotiated. Schedule shown is for Investment Advisory Services + Comprehensive Financial Planning. Investment Advisory Services Only fees are: First $500,000: 1.25%, Next $500,000: 1.00%, $1,000,001– $2 million: 0.75%, $2,000,001– $5 million: 0.50%, Over $5 million: 0.35%
Fee Estimator
Location
Indianapolis, IN
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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
Alexander is the CEO of Dreamvision, an insurance business, and works as an independent insurance agent, dedicating about a quarter of his time to the latter. He also works full-time as a financial planner, provides tutoring services about half his time, works as a delivery driver about 10-20% of his time, and does affiliate marketing a few hours per week.
Employment History
Current Registrations
Dreamvision Capital
The Leaders Group, INC.Broker
The Leaders Group, INC.
Previous Registrations
Ernst & Young Investment Advisers LLP
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America, INC.Broker
Securities America Advisors, INC.
Fidelity Brokerage Services LLCBroker
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.