Michael Vanikiotis is a CFP, ChFC-designated registered investment advisor at Vanik Capital LLC, based in Lagrangeville, NY, with 1 years of industry experience. Michael 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable. Clients engaged in Ongoing Financial Planning services pay a different fee schedule: $0 - $500,000: 0.85%, $500,001 - $2,000,000: 0.65%, $2,000,001 and Above: 0.45%
Fee Estimator
Location
Lagrangeville, NY
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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
Vanik Capital LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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