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Athanasios Tsirukis

Almanack Investment Partners
3 Years of Experience
Newtown Square, PA
View SEC Summary
View SEC Summary

Athanasios Tsirukis is a registered investment advisor at Almanack Investment Partners, based in Newtown Square, PA, with 3 years of industry experience. Athanasios operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 426 clients with $950M in assets under management.

Almanack Investment Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
426 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$945.9M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees generally range from 0.05% to 2.50% annually based on a percentage of assets under management. Fees are negotiable based on client complexity, volume of assets, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3803 West Chester Pike, Suite 110, Newtown Square, PA, 19073

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

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
June 2023 - Present · 3 yrs 4 mos
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.
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