Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Almanack Investment Partners' investment management fee is a percentage of the value of your investments, generally ranging from 0.05% to 2.5% annually. Please consult with your individual advisor for their specific fee schedule. A minimum of $100,000 of assets under management is typically required for investment advisory services. The minimum account size may be waived by Almanack at its discretion as Almanack does not have a minimum asset management fee.
Location
656 E Swedesford Road, Suite 301, Wayne, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Athanasios is the 100% owner and managing member of Dialectic Wealth, LLC, providing investment-related consulting. He also dedicates two days per week to Forefront Analytics, LLC, providing investment-related research, software support and analysis, and three days per week to servicing IAR contacts through Almanack Investment Partners, LLC.
Employment History
Current Registrations
Almanack Investment Partners
State Registrations1 state
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.